Filed December 15, 2014 (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 LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $507,670 |
CEDAR ROCK1+ years Service code 28 · EIN 04-3239412 | Investment Management | $341,202 |
BLACK & PINCKARD LLC1+ years Filed as: BLACK ROCK FINANCIAL MANAGEMENT Service code 28 · EIN 51-0395386 | Investment Management | $236,374 |
VALUE ACT CAPITAL MANAGEMENT1+ years Service code 28 · EIN 25-1905427 | Investment Management | $229,380 |
FIRST PRINCIPLES CAPITAL MGT1+ years Filed as: FIRST PRINCIPLES Service code 28 140 BROADWAY #2120 · NEW YORK, NY 10005 | Investment Management | $159,824 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $90,718 |
BLACKROCK1+ years Filed as: BGI - GLOBAL MARKET INSIGHTS Service code 28 · EIN 94-3112180 | Investment Management | $58,944 |
ACADIAN ASSET MANAGEMENT LLC1+ years Filed as: ACADIAN EMERGING MARKETS EQUITY FND Service code 28 · EIN 20-0166430 | Investment Management | $44,339 |
PRICEWATERHOUSECOOPERS LLP1+ years Service code 10 · EIN 13-4008324 | Accounting | $23,100 |
K&L GATES1+ years Filed as: K & L GATES Service code 29 1601 K STREET, NW · WASHINGTON, DC 200061600 | Legal | $18,180 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $83,167-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 77.9%-77.9pp | 0.0%0pp |
| Annual return | 0.26% | 1.67%-1.4pp | -0.37%+0.6pp | 1.67%-1.4pp |
| Employer contribution / active EE | $16,742 | $10,506+59.4% | $27,460-39.0% | $10,506+59.4% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $1,021-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,063-100.0% | $66,276-100.0% |