Filed July 1, 2011 (most recent of 5 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $4,709,099 |
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ASSOCIATES Service code 14 · EIN 36-2235791 | Plan Administrator | $4,514,436 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 15 · EIN 13-5160382 | Recordkeeping | $3,369,534 |
GOLDMAN SACHS2+ years Filed as: SKYBRIDGE CAPITAL PARTNERS LP Service code 17 527 MADISON AVENUE · NEW YORK, NY 10022 | Pension Consulting | $2,500,000 |
CITIGROUP GLOBAL MARKETS INC2+ years Filed as: CITIGROUP INC. Service code 28 388 GREENWICH STREET · NEW YORK, NY 10013 | Investment Management | $2,480,204 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $1,887,561 |
L.M. HENDERSON & COMPANY, LLP2+ years Filed as: HENDERSON GLOB EAFE Service code 28 · EIN 06-1217855 | Investment Management | $1,656,908 |
WAMCO2+ years Service code 28 1 COURT SQUARE · LONG ISLAND CITY, NY 11101 | Investment Management | $1,616,304 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $1,575,951 |
CONTRARIAN1 year Filed as: CONTRARIAN CAPITAL MANAGEMENT L.L.C Service code 28 · EIN 93-1183419 | Investment Management | $1,406,832 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 4 reportable transactions
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $374,107-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 4.2%-4.2pp |
| Annual return | 4.99% | 7.64%-2.6pp | 4.74%+0.3pp | 10.64%-5.7pp |
| Employer contribution / active EE | $1,761 | $7,500-76.5% | $36,089-95.1% | $11,561-84.8% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $10,677-100.0% | $312-100.0% |