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 |
|---|---|---|
LEGAL & GENERAL INVESTMENT9+ years Filed as: LEGAL & GENERAL INVSTMT MGMT AMER Service code 28 · EIN 20-8058531 | Investment Management | $19,107,124 |
ALIGHT SOLUTIONS LLC7 years Filed as: ALIGHT SOLUTIONS Service code 13 · EIN 36-2235791 | Contract Administrator | $1,887,659 |
PGIM INVESTMENTS9+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $726,874 |
THE BANK OF NEW YORK MELLON9+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $529,501 |
INCOME RESEARCH & MANAGEMENT9+ years Service code 28 · EIN 04-2955404 | Investment Management | $506,109 |
MARATHON ASSET MANAGEMENT2 years Filed as: MARATHON ASSET MANAGEMENT LIMITED Service code 28 · EIN 98-1669899 | Investment Management | $473,338 |
WALTER SCOTT & PARTNERS LIMITED9+ years Filed as: WALTER SCOTT & PARTNERS LTD Service code 28 · EIN 98-0465834 | Investment Management | $424,409 |
GENESIS ASSET MANAGERS LLP3 years Filed as: GENESIS ASSET MANAGERS,LLP Service code 28 · EIN 22-3163872 | Investment Management | $338,823 |
WILLIS TOWERS WATSON US LLC9+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $296,845 |
Service code 13 · EIN 01-0233346 | Contract Administrator | $203,200 |
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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 | $80,293-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 0.0%0pp |
| Annual return | 8.28% | 33.11%-24.8pp | 15.31%-7.0pp | 33.11%-24.8pp |
| Employer contribution / active EE | $25,022 | $9,000+178.0% | $28,686-12.8% | $9,000+178.0% |
| Participant deferral / active EE | $0 | $680-100.0% | $126-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $456-100.0% | - |