Filed September 19, 2006 (most recent of 3 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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $478,885 |
Filed as: MONDRIAN INVESTMENT GROUP(U.S.),INC Service code 28 · EIN 56-2475915 | Investment Management | $72,013 |
Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $67,753 |
Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-2456637 | Directed Trustee | $64,402 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $60,758 |
COMERICA BANK2+ years Service code 19 · EIN 38-1405141 | Securities Custodian | $31,612 |
Filed as: WHV INVESTMENTS, INC. Service code 28 · EIN 91-1631301 | Investment Management | $29,869 |
GEORGE JOHNSON & COMPANY2+ years Service code 10 · EIN 38-2029668 | Accounting | $26,250 |
FUND DIRECT ADVISORS1 year Filed as: FUND EVALUATION GROUP, LLC Service code 27 · EIN 01-0694771 | Advisory (Plan) | $21,249 |
VICTORY1 year Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $16,711 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 2.24% | 9.41%-7.2pp | 5.00%-2.8pp | 9.19%-7.0pp |
| Employer contribution / active EE | $10,818 | $8,353+29.5% | $35,918-69.9% | $12,608-14.2% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |