Filed October 6, 2005 (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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC5+ years Filed as: WILLIS TOWERS WATSON Service code 18 · EIN 53-0181291 | Custodial (other than securities); Di... | $363,859 |
Filed as: BNY MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $86,200 |
Filed as: PRINCIPAL GLOBAL ADVISORS Service code 28 · EIN 42-1479618 | Investment Management | $37,524 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON FD Service code 28 · EIN 04-6913417 | Investment Management | $36,740 |
WILLIAM BLAIR5+ years Service code 28 · EIN 36-2214610 | Investment Management | $35,914 |
BROOKFIELD2 years Service code 28 · EIN 46-7425989 | Investment Management | $34,878 |
LEGAL & GENERAL INVESTMENT5+ years Filed as: LEGAL & GENERAL INVEST MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $31,630 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-2540245 | Investment Management | $30,449 |
PIMCO FUNDS5+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $27,531 |
BRANDES INVESTMENT PARTNERS5+ years Filed as: BRANDES INVESTMENT PARTNERS, L.P. Service code 28 · EIN 36-7157059 | Investment Management | $23,417 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,370,408-100.0% | - | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 1.2%-1.2pp |
| Annual return | 20.70% | 16.06%+4.6pp | 12.90%+7.8pp | 53.27%-32.6pp |
| Employer contribution / active EE | $67,577 | $22,650+198.3% | $53,929+25.3% | $14,774+357.4% |
| Participant deferral / active EE | $0 | $0 | $78-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | - | $13,289-100.0% |