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.
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC6 years Filed as: ALIGHT SOLUTIONS Service code 13 · EIN 36-2235791 | Contract Administrator | $2,059,629 |
LEGAL & GENERAL INVESTMENT8+ years Filed as: LEGAL & GENERAL INVSTMT MGMT AMER Service code 28 · EIN 20-8058531 | Investment Management | $1,953,853 |
PGIM INVESTMENTS8+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $753,606 |
INCOME RESEARCH & MANAGEMENT8+ years Service code 28 · EIN 04-2955404 | Investment Management | $550,419 |
Filed as: MARATHON ASSET MANAGEMENT LIMITED Service code 28 · EIN 98-1669899 | Investment Management | $455,609 |
WALTER SCOTT & PARTNERS LIMITED8+ years Filed as: WALTER SCOTT & PARTNERS LTD Service code 28 · EIN 98-0465834 | Investment Management | $399,519 |
THE BANK OF NEW YORK MELLON8+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $365,341 |
GENESIS ASSET MANAGERS LLP2 years Filed as: GENESIS ASSET MANAGERS,LLP Service code 28 · EIN 22-3163872 | Investment Management | $359,573 |
WILLIS TOWERS WATSON US LLC8+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $198,601 |
Filed as: ROCATON INVESTMENT ADVISORS Service code 28 · EIN 04-3638035 | Investment Management | $185,250 |
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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 | $0 | $53,690-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 0.0%0pp |
| Annual return | -10.26% | -14.80%+4.5pp | -4.80%-5.5pp | -14.80%+4.5pp |
| Employer contribution / active EE | $14,093 | $8,996+56.7% | $30,897-54.4% | $8,996+56.7% |
| Participant deferral / active EE | $0 | $455-100.0% | $64-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $40,849-100.0% | - |