Filed February 18, 2015 (most recent of 4 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 |
|---|---|---|
WELLINGTON TRUST COMPANY8 years Filed as: WELLINGTON MANAGEMENT Service code 51 · EIN 30-0835489 | Investment Mgmt Fees | $546,638 |
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $516,991 |
SANDS CAPITAL MANAGEMENT, LLC9+ years Service code 28 · EIN 20-2830751 | Investment Management | $491,958 |
Filed as: METROPOLITAN WEST ASSET MGMT, LLC Service code 28 · EIN 95-3703295 | Investment Management | $384,050 |
Filed as: PRINCIPAL Service code 19 · EIN 51-0099493 | Securities Custodian | $130,765 |
AON CONSULTING8 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 36-3109431 | Pension Consulting | $113,185 |
Filed as: GREAT LAKES ADVISORS LLP Service code 28 · EIN 80-0292839 | Investment Management | $111,507 |
HUNTON ANDREWS KURTH LLP3 years Service code 29 · EIN 54-0572269 | Legal | $76,084 |
PRICEWATERHOUSECOOPERS LLP6 years Service code 10 · EIN 13-4008324 | Accounting | $61,216 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET GLOBAL ADVISORS TRU CO Service code 19 · EIN 81-4017137 | Securities Custodian | $26,116 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $422,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 0.0%0pp |
| Annual return | 16.11% | 9.90%+6.2pp | 12.68%+3.4pp | 13.18%+2.9pp |
| Employer contribution / active EE | $1,952 | $7,519-74.0% | $41,626-95.3% | $8,469-76.9% |
| Participant deferral / active EE | $0 | $0 | $96-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $10,609-100.0% | - |