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 CONSULTING5 years Filed as: AON CONSULTING INC. Service code 15 · EIN 36-2235791 | Recordkeeping | $388,358 |
EAGLE CAPITAL MANAGEMENT, LLC7+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 499 PARK AVENUE · NEW YORK, NY 10022 | Investment Management | $149,085 |
STATE STREET GLOBAL ADVISORS7+ years Service code 28 BOX 5488, FINANCE DEPARTMENT · BOSTON, MA 02206 | Investment Management | $84,079 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 280 CONGRESS STREET · BOSTON, MA 02110 | Investment Management | $26,127 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BNY MELLON ASSET SERVICING Service code 19 135 SANTILLI HIGHWAY, AIM 026-0037 · EVERETT, MA 021491950 | Securities Custodian | $6,695 |
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 | $2,456,633-100.0% | $56,546-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 50.6%-50.6pp | 1.5%-1.5pp |
| Annual return | -10.33% | 23.41%-33.7pp | -11.22%+0.9pp | 23.41%-33.7pp |
| Employer contribution / active EE | $8,097 | $12,650-36.0% | $32,882-75.4% | $12,650-36.0% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $579-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,473-100.0% | $14,884-100.0% |