Filed October 18, 2004
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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $88,947 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $75,525 |
SOUTHERN SUN ASSET MANAGEMENT1+ years Filed as: SOUTHERN SUN ASSET MGMT LLC Service code 27 · EIN 27-2990431 | Advisory (Plan) | $45,790 |
ALLEGIANCE CAPITAL LLC1+ years Filed as: ALLEGIANCE CAPITAL Service code 27 · EIN 33-0336612 | Advisory (Plan) | $31,345 |
RCL ADVISORS1+ years Service code 27 · EIN 20-5867247 | Advisory (Plan) | $26,135 |
Filed as: SOUTHEASTERN ASSET MANAGEMENT Service code 27 · EIN 62-0951781 | Advisory (Plan) | $22,964 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET RETIREE SERVICES Service code 12 · EIN 04-3581074 | Contract Administrator; Recordkeeping... | $14,979 |
WISS & COMPANY, LLP1+ years Service code 10 · EIN 22-1732349 | Accounting | $13,750 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $211,396-100.0% | $96,302-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 4.3%-4.3pp |
| Annual return | -4.49% | -0.81%-3.7pp | -2.90%-1.6pp | 2.81%-7.3pp |
| Employer contribution / active EE | $36,891 | $22,644+62.9% | $27,990+31.8% | $16,358+125.5% |
| Participant deferral / active EE | $0 | $1,376-100.0% | $137-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $519-100.0% | $1,639-100.0% |