Filed July 10, 2007 (most recent of 7 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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC10+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $5,767,278 |
NEUBERGER BERMAN4 years Filed as: NEUBERGER BERMAN INVESTMENT ADVISER Service code 28 · EIN 02-0654486 | Investment Management | $2,085,684 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $1,811,899 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $1,664,566 |
THE DOW CHEMICAL COMPANY10+ years Service code 14 · EIN 38-1285128 | Plan Administrator | $1,052,221 |
ADENZA, INC.1 year Service code 16 · EIN 94-3277822 | Consulting | $758,452 |
COVINGTON & BURLING LLP10+ years Service code 29 · EIN 53-0188411 | Legal | $639,644 |
GOLDMAN SACHS9 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $627,262 |
RAMIREZ ASSET MANAGEMENT4 years Service code 28 · EIN 13-4006232 | Investment Management | $442,754 |
BLOOMBERG FINANCE LP10+ years Filed as: BLOOMBERG FINANCE L.P. Service code 50 · EIN 13-3417984 | Direct Payment | $406,175 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 0.56% | 8.48%-7.9pp | 6.70%-6.1pp | 8.48%-7.9pp |
| Employer contribution / active EE | $0 | $9,949-100.0% | $25,217-100.0% | $9,949-100.0% |
| Participant deferral / active EE | $0 | $734-100.0% | $47-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |