Filed May 10, 2006 (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.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $356,938 |
JANUS HENDERSON3+ years Filed as: JANUS Service code 28 · EIN 84-0765359 | Investment Management | $140,503 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $133,915 |
LODGE HILL CAPITAL3+ years Service code 28 · EIN 45-3264814 | Investment Management | $87,095 |
IRIDIAN ASSET MANAGEMENT, LLC3+ years Filed as: IRIDIAN ASSET MANAGEMENT Service code 28 · EIN 06-1439577 | Investment Management | $76,039 |
Filed as: ATLANTIC INVESTMENT MANAGEMENT, INC Service code 28 · EIN 13-3482911 | Investment Management | $62,030 |
Filed as: BRANDYWINE GLOBAL MGMT Service code 28 · EIN 51-0412248 | Investment Management | $57,378 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-0057834 | Investment Management | $50,497 |
Filed as: TCW METWEST Service code 28 · EIN 95-2749628 | Investment Management | $43,428 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-2834414 | Pension Consulting | $41,912 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 8.09% | 15.82%-7.7pp | 16.78%-8.7pp | 17.84%-9.7pp |
| Employer contribution / active EE | $3,515 | $19,885-82.3% | $26,328-86.7% | $14,688-76.1% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |