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 CONSULTING3 years Filed as: AON CONSULTING INC. Service code 15 · EIN 36-2235791 | Recordkeeping | $372,957 |
EAGLE CAPITAL MANAGEMENT, LLC5+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 499 PARK AVENUE · NEW YORK, NY 10022 | Investment Management | $330,141 |
GOTHAM ASSET MANAGEMENT5+ years Filed as: GOTHAM ASSET MANAGEMENT, LLC Service code 28 535 MADISON AVENUE, 30TH FLOOR · NEW YORK, NY 10022 | Investment Management | $69,914 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 280 CONGRESS STREET · BOSTON, MA 02110 | Investment Management | $43,416 |
STATE STREET GLOBAL ADVISORS5+ years Service code 28 BOX 5488, FINANCE DEPARTMENT · BOSTON, MA 02206 | Investment Management | $34,202 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BNY MELLON ASSET SERVICING Service code 19 135 SANTILLI HIGHWAY, AIM 026-0037 · EVERETT, MA 021491950 | Securities Custodian | $9,061 |
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 | $0 | $75,924-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.9%-52.9pp | 0.0%0pp |
| Annual return | 1.79% | 12.86%-11.1pp | 6.78%-5.0pp | 12.86%-11.1pp |
| Employer contribution / active EE | $6,615 | $13,687-51.7% | $28,542-76.8% | $13,687-51.7% |
| Participant deferral / active EE | $0 | $833-100.0% | $763-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,754-100.0% | - |