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 | $788,980 |
JANUS HENDERSON3+ years Filed as: JANUS Service code 28 · EIN 84-0765359 | Investment Management | $265,852 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $250,149 |
LODGE HILL CAPITAL3+ years Service code 28 · EIN 45-3264814 | Investment Management | $166,468 |
IRIDIAN ASSET MANAGEMENT, LLC3+ years Filed as: IRIDIAN ASSET MANAGEMENT Service code 28 · EIN 06-1439577 | Investment Management | $144,570 |
Filed as: ATLANTIC INVESTMENT MANAGEMENT, INC Service code 28 · EIN 13-3482911 | Investment Management | $116,386 |
Filed as: BRANDYWINE GLOBAL MGMT Service code 28 · EIN 51-0412248 | Investment Management | $108,803 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-0057834 | Investment Management | $96,780 |
Filed as: TCW METWEST Service code 28 · EIN 95-2749628 | Investment Management | $80,820 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-2834414 | Pension Consulting | $79,095 |
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 | 7.95% | 15.82%-7.9pp | 16.78%-8.8pp | 17.84%-9.9pp |
| Employer contribution / active EE | $8,144 | $19,885-59.0% | $26,328-69.1% | $14,688-44.6% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |