Filed December 5, 2006 (most recent of 4 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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $474,862 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 12 · EIN 22-1211670 | Recordkeeping fees; Other fees; Claim... | $356,908 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-2456637 | Directed Trustee | $199,767 |
FUND DIRECT ADVISORS1 year Filed as: FUND EVALUATION GROUP, LLC Service code 27 · EIN 01-0694771 | Advisory (Plan) | $160,835 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT CO. L Service code 28 · EIN 33-0629048 | Investment Management | $104,927 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLIN ADVISORS, INC Service code 28 · EIN 94-2990534 | Investment Management | $97,439 |
VICTORY2+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $68,490 |
COLUMBUS CIRCLE INVESTORS2+ years Service code 28 · EIN 06-1404803 | Investment Management | $67,936 |
PGIM INVESTMENTS2+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $67,936 |
LS INVESTMENT ADVISORS2+ years Service code 28 · EIN 26-2620361 | Investment Management | $37,974 |
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Employer contribution per participant 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 | $40,289-100.0% | $219,466-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 4.2%-4.2pp |
| Annual return | 5.28% | 5.72%-0.4pp | 5.00%+0.3pp | 10.64%-5.4pp |
| Employer contribution / active EE | $1,246 | $7,055-82.3% | $35,918-96.5% | $11,561-89.2% |
| Participant deferral / active EE | $0 | $269-100.0% | $75-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $13,204-100.0% | $312-100.0% |