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.
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $584,702 |
JANUS HENDERSON1+ years Filed as: JANUS Service code 28 · EIN 84-0765359 | Investment Management | $155,721 |
LODGE HILL CAPITAL1+ years Service code 28 · EIN 45-3264814 | Investment Management | $100,463 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-0057834 | Investment Management | $96,700 |
Filed as: ATLANTIC INVESTMENT MANAGEMENT, INC Service code 28 · EIN 13-3482911 | Investment Management | $94,311 |
SNOW CAPITAL MANAGEMENT1+ years Filed as: SNOW CAPITAL MANAGEMENT, LP Service code 28 · EIN 25-1894430 | Investment Management | $89,477 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON ASSET SERVICING Service code 21 · EIN 13-2614959 | Bank Trustee | $65,007 |
PENN CAPITAL MANAGEMENT1+ years Service code 28 · EIN 22-2796848 | Investment Management | $62,934 |
Filed as: BRANDYWINE GLOBAL MGMT Service code 28 · EIN 51-0412248 | Investment Management | $62,602 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 28 · EIN 36-1561860 | Investment Management | $55,532 |
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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 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 | $4,666,522-100.0% | $522,682-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | 40.96% | -1.23%+42.2pp | -3.43%+44.4pp | 1.67%+39.3pp |
| Employer contribution / active EE | $9,698 | $11,541-16.0% | $25,607-62.1% | $10,506-7.7% |
| Participant deferral / active EE | $0 | $1,138-100.0% | $77-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $88,742-100.0% | $13,511-100.0% | $66,276-100.0% |