Filed December 28, 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 |
|---|---|---|
Filed as: WILLIS TOWERS WATSON INVESTMENT Service code 28 1500 MARKET STREET · PHILADELPHIA, PA 19102 | Investment Management | $328,716 |
Filed as: LGIMA GLOBAL HIGH YIELD Service code 28 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $178,529 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS & CO. Service code 28 · EIN 13-3575636 | Investment Management | $159,946 |
PHILADELPHIA TRUST COMPANY3+ years Filed as: THE PHILADELPHIA TRUST CO. Service code 28 · EIN 23-2979239 | Investment Management | $152,375 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 25 · EIN 94-1687665 | Directed Trustee | $145,709 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 11 1500 MARKET STREET · PHILADELPHIA, PA 19102 | Actuarial | $144,717 |
GAMCO ASSET MANAGEMENT2 years Service code 25 · EIN 13-4044521 | Directed Trustee | $88,555 |
Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 28 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $36,114 |
BAIN CAPITAL1 year Filed as: BAIN CAPITAL SENIOR LOAN Service code 28 200 CLAREDON STREET · BOSTON, MA 02116 | Investment Management | $35,133 |
Service code 28 100 FEDERAL STREET · BOSTON, MA 12110 | Investment Management | $28,815 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $1,723,788-100.0% | $9,655,338-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 1.9%-1.9pp |
| Annual return | 12.91% | 14.20%-1.3pp | 11.12%+1.8pp | 23.90%-11.0pp |
| Employer contribution / active EE | $28,633 | $28,371+0.9% | $22,651+26.4% | $16,539+73.1% |
| Participant deferral / active EE | $0 | $272-100.0% | $198-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $57,986-100.0% | $18,975-100.0% |