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 LLC9+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $5,236,448 |
NEUBERGER BERMAN3 years Filed as: NEUBERGER BERMAN INVESTMENT ADVISER Service code 28 · EIN 02-0654486 | Investment Management | $1,987,794 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $1,918,301 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $1,291,645 |
THE DOW CHEMICAL COMPANY9+ years Service code 14 · EIN 38-1285128 | Plan Administrator | $891,748 |
INSIGHT NORTH AMERICA LLC2 years Service code 28 · EIN 82-0983489 | Investment Management | $703,575 |
CALYPSO TECHNOLOGY, INC9+ years Service code 16 · EIN 94-3277822 | Consulting | $665,189 |
COVINGTON & BURLING LLP9+ years Service code 29 · EIN 53-0188411 | Legal | $603,441 |
RAMIREZ ASSET MANAGEMENT3 years Service code 28 · EIN 13-4006232 | Investment Management | $548,221 |
GOLDMAN SACHS8 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $462,309 |
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 | $80,293-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 0.0%0pp |
| Annual return | 2.84% | 33.11%-30.3pp | 15.31%-12.5pp | 33.11%-30.3pp |
| Employer contribution / active EE | $0 | $9,000-100.0% | $28,686-100.0% | $9,000-100.0% |
| Participant deferral / active EE | $0 | $680-100.0% | $126-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $456-100.0% | - |