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 LLC5+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $8,132,625 |
CALYPSO TECHNOLOGY, INC5+ years Service code 16 · EIN 94-3277822 | Consulting | $436,513 |
COVINGTON & BURLING LLP5+ years Service code 29 · EIN 53-0188411 | Legal | $395,471 |
EVERCORE TRUST COMPANY1 year Filed as: EVERCORE Service code 27 · EIN 20-4748747 | Advisory (Plan) | $395,276 |
BLOOMBERG FINANCE LP5+ years Filed as: BLOOMBERG FINANCE L.P. Service code 50 · EIN 13-3417984 | Direct Payment | $316,234 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $285,073 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $165,229 |
GOLDMAN SACHS4 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $152,083 |
Filed as: BANK OF NEW YORK Service code 21 · EIN 13-5160382 | Bank Trustee | $113,784 |
PLANTE & MORAN, PLLC5+ years Filed as: PLANTE & MORAN PLLC Service code 16 · EIN 38-1357951 | Consulting | $84,895 |
Participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $894,319,009-100.0% | $50,635-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 0.0%0pp |
| Annual return | 18.40% | 24.48%-6.1pp | 18.06%+0.3pp | 24.48%-6.1pp |
| Employer contribution / active EE | $0 | $9,418-100.0% | $30,411-100.0% | $9,418-100.0% |
| Participant deferral / active EE | $283 | $501-43.5% | $40+613.9% | $501-43.5% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $1,675-100.0% | $2,968,729-100.0% |