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 CONSULTING2 years Filed as: AON CONSULTING INC. Service code 15 · EIN 36-2235791 | Recordkeeping | $376,365 |
EAGLE CAPITAL MANAGEMENT, LLC4+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 499 PARK AVENUE · NEW YORK, NY 10022 | Investment Management | $305,624 |
GOTHAM ASSET MANAGEMENT4+ years Filed as: GOTHAM ASSET MANAGEMENT, LLC Service code 28 535 MADISON AVENUE, 30TH FLOOR · NEW YORK, NY 10022 | Investment Management | $71,978 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 280 CONGRESS STREET · BOSTON, MA 02110 | Investment Management | $24,579 |
STATE STREET GLOBAL ADVISORS4+ years Service code 28 BOX 5488, FINANCE DEPARTMENT · BOSTON, MA 02206 | Investment Management | $23,822 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BNY MELLON ASSET SERVICING Service code 19 135 SANTILLI HIGHWAY, AIM 026-0037 · EVERETT, MA 021491950 | Securities Custodian | $8,209 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $143,222-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 57.6%-57.6pp | 0.0%0pp |
| Annual return | 5.52% | 21.83%-16.3pp | 8.97%-3.5pp | 21.83%-16.3pp |
| Employer contribution / active EE | $5,339 | $12,237-56.4% | $37,026-85.6% | $12,237-56.4% |
| Participant deferral / active EE | $0 | $987-100.0% | $1,023-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,546-100.0% | $1,551,325-100.0% |