Filed February 10, 2009 (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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWER WASTON Service code 11 · EIN 41-2003732 | Actuarial | $287,799 |
Filed as: FIDELITY INVEST INSTITUTIONAL Service code 13 · EIN 04-2647786 | Contract Administrator | $125,246 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MGMT LLC Service code 27 · EIN 33-0629048 | Advisory (Plan) | $121,011 |
CONNING, INC.2 years Filed as: CONNING INC. Service code 27 · EIN 06-1174588 | Advisory (Plan) | $105,739 |
BLACKROCK2 years Filed as: BLACKROCK INVESTMENT MGMT LLC Service code 27 · EIN 20-5319476 | Advisory (Plan) | $83,576 |
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INVESTMENT Service code 27 · EIN 91-1116938 | Advisory (Plan) | $73,416 |
THE BANK OF NEW YORK MELLON2 years Filed as: U.S BANK Service code 21 · EIN 31-0841368 | Bank Trustee | $39,473 |
PRIME, BUCHHOLZ & ASSOCIATES2 years Filed as: PRIME BUCHHOLZ & ASSOC. Service code 27 · EIN 02-0426421 | Advisory (Plan) | $10,477 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $733,756-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 0.0%0pp |
| Annual return | 4.40% | 19.50%-15.1pp | 8.35%-3.9pp | 12.86%-8.5pp |
| Employer contribution / active EE | $17,518 | $27,684-36.7% | $27,010-35.1% | $13,687+28.0% |
| Participant deferral / active EE | $0 | $327-100.0% | $180-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $19,421-100.0% | - |