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 CONSULTING4 years Filed as: AON CONSULTING INC. Service code 15 · EIN 36-2235791 | Recordkeeping | $325,609 |
EAGLE CAPITAL MANAGEMENT, LLC6+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 499 PARK AVENUE · NEW YORK, NY 10022 | Investment Management | $281,614 |
STATE STREET GLOBAL ADVISORS6+ years Service code 28 BOX 5488, FINANCE DEPARTMENT · BOSTON, MA 02206 | Investment Management | $70,611 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 280 CONGRESS STREET · BOSTON, MA 02110 | Investment Management | $38,614 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BNY MELLON ASSET SERVICING Service code 19 135 SANTILLI HIGHWAY, AIM 026-0037 · EVERETT, MA 021491950 | Securities Custodian | $7,455 |
Employer contribution per participant 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 | $444,552-100.0% | $97,450-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 41.9%-41.9pp | 3.7%-3.7pp |
| Annual return | 28.10% | 15.63%+12.5pp | 10.56%+17.5pp | 15.63%+12.5pp |
| Employer contribution / active EE | $905 | $11,476-92.1% | $28,542-96.8% | $11,476-92.1% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $484-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $1,464-100.0% | $429-100.0% |