Filed April 29, 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 |
|---|---|---|
AON CONSULTING5 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 23-2293237 | Actuarial | $197,157 |
NEPC, LLC3 years Service code 17 · EIN 26-1429809 | Pension Consulting | $109,136 |
GLOBAL TRUST COMPANY3 years Service code 21 · EIN 26-3761443 | Bank Trustee | $53,704 |
WELLINGTON TRUST COMPANY1 year Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $37,822 |
INCOME RESEARCH & MANAGEMENT3 years Service code 28 · EIN 04-2955404 | Investment Management | $29,911 |
US BANK3 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $18,599 |
LINDSELL TRAIN LIMITED3 years Service code 28 · EIN 98-1104976 | Investment Management | $10,233 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS ASSET MANAGEMENT TRUST COMPANY Service code 28 · EIN 36-3718331 | Investment Management | $8,968 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 19 · EIN 81-4017137 | Securities Custodian | $8,337 |
INVESCO3 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $3,161 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 3.07% | 35.98%-32.9pp | 10.75%-7.7pp | 15.63%-12.6pp |
| Employer contribution / active EE | $2,220 | $8,396-73.6% | $35,170-93.7% | $11,476-80.7% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |