Filed October 18, 2004 (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.
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON PENNSYLVANIA, INC. Service code 11 · EIN 23-1159360 | Actuarial | $812,609 |
ASHFORD/BERT REAMES2+ years Filed as: ASHFORD CONSULTING GROUP Service code 17 · EIN 20-0929412 | Pension Consulting | $370,327 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $307,396 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $297,014 |
Filed as: AXIOM INTERNATIONAL INVESTORS, LLC Service code 28 · EIN 13-4021938 | Investment Management | $283,057 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $215,517 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON CAPITAL MANAGEMENT CORP. Service code 28 · EIN 25-1442864 | Investment Management | $77,694 |
SIERRA-CEDAR2+ years Service code 17 · EIN 58-2548193 | Pension Consulting | $58,072 |
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-1867445 | Custodial (other than securities); In... | $55,330 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $40,380 |
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Annual investment return 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 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 | $381,942,733-100.0% | $169,917-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 0.0%0pp |
| Annual return | 4.84% | 28.71%-23.9pp | 7.98%-3.1pp | 9.19%-4.4pp |
| Employer contribution / active EE | $10,159 | $15,250-33.4% | $23,724-57.2% | $12,608-19.4% |
| Participant deferral / active EE | $0 | $156-100.0% | $53-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $636-100.0% | $2,655,710-100.0% |