Filed November 5, 2008 (most recent of 2 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: FIDELITY INVESTMENTS Service code 15 · EIN 04-2647786 | Recordkeeping | $319,229 |
WILLIS TOWERS WATSON US LLC7 years Service code 11 · EIN 53-0181291 | Actuarial | $124,622 |
WELLINGTON TRUST COMPANY10+ years Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2755549 | Investment Management | $121,223 |
WESTFIELD CAPITAL MANAGEMENT2 years Filed as: WESTFIELD CAPITAL MGMT COMPANY, L.P Service code 28 · EIN 80-0175963 | Investment Management | $53,184 |
STATE STREET GLOBAL ADVISORS10+ years Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $40,861 |
LOOMIS SAYLES10+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $31,577 |
BLACKROCK6 years Service code 21 · EIN 94-3112180 | Bank Trustee | $25,000 |
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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 | $24,265-100.0% | $79,278-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.7%-7.7pp | 11.2%-11.2pp |
| Annual return | 8.16% | 7.39%+0.8pp | 0.87%+7.3pp | 9.01%-0.8pp |
| Employer contribution / active EE | $67,895 | $21,308+218.6% | $17,293+292.6% | $12,866+427.7% |
| Participant deferral / active EE | $0 | $0 | $0 | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $20-100.0% | $4,785-100.0% |