Filed May 5, 2006 (most recent of 2 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 LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $1,990,617 |
NORTHERN TRUST COMPANY3 years Service code 21 · EIN 06-6275604 | Bank Trustee | $484,831 |
WELLINGTON TRUST COMPANY2 years Service code 28 · EIN 04-2755549 | Investment Management | $141,598 |
VAN BERKOM & ASSOCIATES3 years Filed as: VAN BERKOM AND ASSOCIATES INC. Service code 28 · EIN 98-0462020 | Investment Management | $116,696 |
Filed as: PRINCIPAL Service code 28 · EIN 42-1479618 | Investment Management | $51,364 |
STATE STREET GLOBAL ADVISORS2 years Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $47,979 |
PERFECT OUTPUT5 years Service code 28 · EIN 43-1797565 | Investment Management | $13,613 |
GOLDMAN SACHS3 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | -$62,783 |
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 | $0 | $397,815-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.6%-33.6pp | 0.0%0pp |
| Annual return | 7.64% | 19.39%-11.8pp | 9.74%-2.1pp | 19.39%-11.8pp |
| Employer contribution / active EE | $12,433 | $8,446+47.2% | $39,474-68.5% | $8,446+47.2% |
| Participant deferral / active EE | $0 | $353-100.0% | $135-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $10,161-100.0% | - |