Filed November 9, 2000 (most recent of 5 filings on file)
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 |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 11 · EIN 36-2235791 | Actuarial | $1,210,308 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 04-2683227 | Investment Management | $173,663 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 36-3800435 | Bank Trustee | $107,840 |
MERCER1+ years Service code 16 · EIN 61-0736136 | Consulting | $100,555 |
MONDRIAN INVESTMENT GROUP1+ years Filed as: MONDRIAN INVESTMENT GROUP INC Service code 28 · EIN 36-7205063 | Investment Management | $100,264 |
NISA INVESTMENT ADVISORS, LLC1+ years Filed as: NISA INVESTMENTS Service code 28 · EIN 48-1140940 | Investment Management | $93,674 |
TIMES SQUARE CAPITAL MANAGEMENT1+ years Filed as: TIMESSQUARE CAPITAL MANAGEMENT, LLC Service code 28 7 TIMES SQUARE · NEW YORK, NY 100366524 | Investment Management | $63,252 |
KPMG LLP1+ years Service code 10 · EIN 13-5565207 | Accounting | $41,800 |
STATE STREET GLOBAL ADVISORS1+ years Service code 28 ONE LINCOLN STREET · BOSTON, MA 021112900 | Investment Management | $39,756 |
WEDGE CAPITAL MANAGEMENT1+ years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 301 SOUTH COLLEGE STREET · CHARLOTTE, NC 28202 | Investment Management | $36,378 |
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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 | $381,942,733-100.0% | $322,681-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 7.61% | 5.96%+1.6pp | 4.07%+3.5pp | 9.19%-1.6pp |
| Employer contribution / active EE | $5,307 | $13,653-61.1% | $36,235-85.4% | $12,608-57.9% |
| Participant deferral / active EE | $0 | $0 | $215-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $7,128-100.0% | $2,655,710-100.0% |