Filed August 4, 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 |
|---|---|---|
AON CONSULTING1 year Filed as: AON CONSULTING INC. Service code 15 · EIN 36-2235791 | Recordkeeping | $1,004,992 |
EAGLE CAPITAL MANAGEMENT, LLC3+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 499 PARK AVENUE · NEW YORK, NY 10022 | Investment Management | $280,897 |
GOTHAM ASSET MANAGEMENT3+ years Filed as: GOTHAM ASSET MANAGEMENT, LLC Service code 28 535 MADISON AVENUE, 30TH FLOOR · NEW YORK, NY 10022 | Investment Management | $75,997 |
STATE STREET GLOBAL ADVISORS3+ years Service code 28 BOX 5488, FINANCE DEPARTMENT · BOSTON, MA 02206 | Investment Management | $20,669 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MELLON ASSET SERVICING Service code 19 135 SANTILLI HIGHWAY, AIM 026-0037 · EVERETT, MA 021491950 | Securities Custodian | $7,675 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $110,792-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 58.3%-58.3pp | 0.0%0pp |
| Annual return | 7.33% | 33.37%-26.0pp | -0.33%+7.7pp | 33.37%-26.0pp |
| Employer contribution / active EE | $5,303 | $11,253-52.9% | $25,782-79.4% | $11,253-52.9% |
| Participant deferral / active EE | $0 | $819-100.0% | $928-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,824-100.0% | $99,113-100.0% |