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 |
|---|---|---|
CEDAR ROCK3+ years Service code 28 · EIN 04-3239412 | Investment Management | $421,302 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $383,592 |
VALUE ACT CAPITAL MANAGEMENT3+ years Service code 28 · EIN 25-1905427 | Investment Management | $231,848 |
BLACK & PINCKARD LLC3+ years Filed as: BLACK ROCK FINANCIAL MANAGEMENT Service code 28 · EIN 51-0395386 | Investment Management | $148,471 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $98,058 |
FIRST PRINCIPLES CAPITAL MGT3+ years Filed as: FIRST PRINCIPLES Service code 28 140 BROADWAY #2120 · NEW YORK, NY 10005 | Investment Management | $93,686 |
PRICEWATERHOUSECOOPERS LLP3+ years Service code 10 · EIN 13-4008324 | Accounting | $59,000 |
ACADIAN ASSET MANAGEMENT LLC3+ years Filed as: ACADIAN EMERGING MARKETS EQUITY FND Service code 28 · EIN 20-0166430 | Investment Management | $53,775 |
K&L GATES3+ years Filed as: K & L GATES Service code 29 1601 K STREET, NW · WASHINGTON, DC 200061600 | Legal | $5,805 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $127,144-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 62.9%-62.9pp | 1.9%-1.9pp |
| Annual return | 15.11% | 23.90%-8.8pp | 9.35%+5.8pp | 23.90%-8.8pp |
| Employer contribution / active EE | $5,069 | $16,539-69.4% | $25,504-80.1% | $16,539-69.4% |
| Participant deferral / active EE | $0 | $350-100.0% | $1,066-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $2,049-100.0% | $18,975-100.0% |