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 LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $455,725 |
CEDAR ROCK4+ years Service code 28 · EIN 04-3239412 | Investment Management | $393,947 |
FIRST PRINCIPLES CAPITAL MGT4+ years Filed as: FIRST PRINCIPLES Service code 28 140 BROADWAY #2120 · NEW YORK, NY 10005 | Investment Management | $303,906 |
VALUE ACT CAPITAL MANAGEMENT4+ years Service code 28 · EIN 25-1905427 | Investment Management | $223,011 |
PRICEWATERHOUSECOOPERS LLP4+ years Service code 10 · EIN 13-4008324 | Accounting | $209,235 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $74,441 |
ACADIAN ASSET MANAGEMENT LLC4+ years Filed as: ACADIAN EMERGING MARKETS EQUITY FND Service code 28 · EIN 20-0166430 | Investment Management | $56,729 |
BLACK & PINCKARD LLC4+ years Filed as: BLACK ROCK FINANCIAL MANAGEMENT Service code 28 · EIN 51-0395386 | Investment Management | $14,951 |
K&L GATES4+ years Filed as: K & L GATES Service code 29 1601 K STREET, NW · WASHINGTON, DC 200061600 | Legal | $8,744 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $110,792-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 58.3%-58.3pp | 1.8%-1.8pp |
| Annual return | 12.85% | 0.19%+12.7pp | -0.33%+13.2pp | 0.19%+12.7pp |
| Employer contribution / active EE | $5,436 | $13,763-60.5% | $25,782-78.9% | $13,763-60.5% |
| Participant deferral / active EE | $0 | $804-100.0% | $928-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $1,824-100.0% | $426-100.0% |