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.
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $474,623 |
CEDAR ROCK2+ years Service code 28 · EIN 04-3239412 | Investment Management | $376,907 |
VALUE ACT CAPITAL MANAGEMENT2+ years Service code 28 · EIN 25-1905427 | Investment Management | $208,671 |
FIRST PRINCIPLES CAPITAL MGT2+ years Filed as: FIRST PRINCIPLES Service code 28 140 BROADWAY #2120 · NEW YORK, NY 10005 | Investment Management | $153,573 |
PRICEWATERHOUSECOOPERS LLP2+ years Service code 10 · EIN 13-4008324 | Accounting | $139,800 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $100,507 |
ACADIAN ASSET MANAGEMENT LLC2+ years Filed as: ACADIAN EMERGING MARKETS EQUITY FND Service code 28 · EIN 20-0166430 | Investment Management | $31,399 |
BLACK & PINCKARD LLC2+ years Filed as: BLACK ROCK FINANCIAL MANAGEMENT Service code 28 · EIN 51-0395386 | Investment Management | $26,758 |
K&L GATES2+ years Filed as: K & L GATES Service code 29 1601 K STREET, NW · WASHINGTON, DC 200061600 | Legal | $7,201 |
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Annual investment return 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 | $381,942,733-100.0% | $110,523-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.6%-47.6pp | 0.0%0pp |
| Annual return | 2.81% | 9.19%-6.4pp | 1.69%+1.1pp | 9.19%-6.4pp |
| Employer contribution / active EE | $4,694 | $12,608-62.8% | $24,295-80.7% | $12,608-62.8% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $1,031-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $1,392-100.0% | $2,655,710-100.0% |