Filed January 14, 2009
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC7+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 27-0676603 | Actuarial | $768,501 |
GOLDMAN SACHS3 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 27 · EIN 13-3575636 | Advisory (Plan) | $562,665 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 21 · EIN 81-4017137 | Bank Trustee | $337,488 |
BLACKROCK7+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $268,286 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 28 · EIN 20-4659714 | Investment Management | $233,983 |
WILLIAM BLAIR2 years Filed as: WILLIAM BLAIR FUNDS Service code 28 150 NORTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $105,141 |
GRANT THORNTON LLP7+ years Service code 10 · EIN 36-6055558 | Accounting | $94,640 |
Filed as: WILLKIE FARR & GALLAGHER Service code 29 · EIN 13-5536844 | Legal | $40,870 |
GLOBAL TRUST COMPANY2 years Service code 21 · EIN 26-3761443 | Bank Trustee | $37,218 |
JOHCM (USA) INC.4 years Service code 28 · EIN 80-0909140 | Investment Management | $19,122 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $319,010-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 47.0%-47.0pp | 1.5%-1.5pp |
| Annual return | -12.00% | 23.41%-35.4pp | 10.22%-22.2pp | 23.41%-35.4pp |
| Employer contribution / active EE | $57,947 | $12,650+358.1% | $51,205+13.2% | $12,650+358.1% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $129-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $10,810-100.0% | $14,884-100.0% |