Filed February 3, 2005 (most recent of 3 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.
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT SOLUTIONS Service code 13 · EIN 36-2235791 | Contract Administrator | $1,863,429 |
LEGAL & GENERAL INVESTMENT4+ years Filed as: LEGAL & GENERAL INVSTMT MGMT AMER Service code 28 · EIN 20-8058531 | Investment Management | $1,308,498 |
MARATHON ASSET MANAGEMENT4+ years Filed as: MARATHON ASSET MANAGEMENT (SVCS)LTD Service code 28 · EIN 95-4328983 | Investment Management | $1,239,951 |
FRANKLIN TEMPLETON4+ years Filed as: TEMPLETON INVESTMENT COUNSEL LLC Service code 28 · EIN 94-3385113 | Investment Management | $1,061,335 |
WALTER SCOTT & PARTNERS LIMITED4+ years Filed as: WALTER SCOTT & PARTNERS LTD Service code 28 · EIN 98-0465834 | Investment Management | $1,045,752 |
PGIM INVESTMENTS4+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $855,028 |
INCOME RESEARCH & MANAGEMENT4+ years Service code 28 · EIN 04-2955404 | Investment Management | $604,372 |
THE BANK OF NEW YORK MELLON4+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $592,306 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $264,907 |
STATE STREET GLOBAL ADVISORS4+ years Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $261,256 |
Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $7,764,297-100.0% | $476,019-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -4.18% | -1.95%-2.2pp | 4.36%-8.5pp | -1.95%-2.2pp |
| Employer contribution / active EE | $1,247 | $9,243-86.5% | $27,383-95.4% | $9,243-86.5% |
| Participant deferral / active EE | $0 | $425-100.0% | $75-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $14,020-100.0% | $62,356-100.0% |