Filed May 18, 2001 (most recent of 6 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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $692,000 |
AON CONSULTING7+ years Filed as: AON HEWITT Service code 14 259 N RADNOR CHESTER ROAD · RADNOR, PA 19087 | Plan Administrator | $389,000 |
BLACKROCK1 year Filed as: BLACKROCK CAPITAL MANAGERMENT, INC Service code 51 · EIN 13-3806691 | Investment Mgmt Fees | $389,000 |
WELLINGTON TRUST COMPANY7+ years Filed as: WELLINGTON ASSET MANAGEMENT Service code 51 75 STATE STREET · BOSTON, MA 02109 | Investment Mgmt Fees | $365,000 |
EMERALD FUNDS7+ years Filed as: EMERALD ADVISERS Service code 51 · EIN 23-2664857 | Investment Mgmt Fees | $296,000 |
PGIM INVESTMENTS7+ years Filed as: JENNISON ASSOCIATES Service code 51 · EIN 52-2069785 | Investment Mgmt Fees | $271,000 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: JP MORGAN CHASE MANHATTAN BANK Service code 21 · EIN 13-6755490 | Bank Trustee | $200,000 |
Filed as: NISA INVESTMENT ADVISORS Service code 51 105 S. HANLEY RD · CLAYTON, MO 63105 | Investment Mgmt Fees | $192,000 |
THE BANK OF NEW YORK MELLON7+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 51 · EIN 25-6078093 | Investment Mgmt Fees | $116,000 |
THE VANGUARD GROUP, INC.7+ years Filed as: THE VANGUARD GROUP Service code 49 · EIN 23-1945930 | Other Services | $70,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $220,551-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 3.7%-3.7pp |
| Annual return | 8.01% | 9.47%-1.5pp | 7.32%+0.7pp | 15.63%-7.6pp |
| Employer contribution / active EE | $6,974 | $9,065-23.1% | $23,426-70.2% | $11,476-39.2% |
| Participant deferral / active EE | $0 | $939-100.0% | $107-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $9,522-100.0% | $429-100.0% |