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.
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $8,242,981 |
CITIGROUP GLOBAL MARKETS INC6 years Filed as: CITIGROUP Service code 16 · EIN 52-1568099 | Consulting | $4,596,150 |
AHL EVOLUTION LTD3 years Service code 28 | Investment Management | $3,690,982 |
BLACKROCK6 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO., Service code 21 · EIN 94-3112180 | Bank Trustee | $3,220,487 |
PIMCO FUNDS8+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $2,292,849 |
Service code 28 | Investment Management | $2,150,871 |
Filed as: WESTERN ASSET MANAGEMENT CO., LLC Service code 28 385 EAST COLORADO BLVD. · PASADENA, CA 91101 | Investment Management | $1,841,163 |
THE CARLYLE GROUP7 years Filed as: CARLYLE Service code 28 · EIN 04-3419329 | Investment Management | $1,735,247 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF NEW YORK MELLON Service code 15 · EIN 13-5160382 | Recordkeeping | $1,692,822 |
WOODLINE PARTNERS LP3 years Service code 52 · EIN 83-1749088 | Indirect Investment Fees | $1,556,964 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,469,698-100.0% | $788,447-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -15.50% | -15.08%-0.4pp | -3.21%-12.3pp | 7.68%-23.2pp |
| Employer contribution / active EE | $0 | $5,566-100.0% | $46,051-100.0% | $9,142-100.0% |
| Participant deferral / active EE | $0 | $0 | $31-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $46,258-100.0% | $19,323-100.0% |