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 LLC4 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $308,615 |
CEDAR ROCK6+ years Service code 28 · EIN 04-3239412 | Investment Management | $271,451 |
FIRST PRINCIPLES CAPITAL MGT6+ years Filed as: FIRST PRINCIPLES Service code 28 140 BROADWAY #2120 · NEW YORK, NY 10005 | Investment Management | $146,206 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $70,000 |
ACADIAN ASSET MANAGEMENT LLC6+ years Filed as: ACADIAN EMERGING MARKETS EQUITY FND Service code 28 · EIN 20-0166430 | Investment Management | $54,140 |
COHNREZNICK LLP1 year Filed as: COHNREZNICK Service code 10 · EIN 22-1478099 | Accounting | $40,000 |
K&L GATES1 year Filed as: K&L GATES LLP Service code 29 1 LINCOLN ST · BOSTON, MA 02111 | Legal | $27,101 |
PRICEWATERHOUSECOOPERS LLP6+ years Service code 10 · EIN 13-4008324 | Accounting | $17,357 |
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 | $2,822,362-100.0% | $75,924-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 52.9%-52.9pp | 0.6%-0.6pp |
| Annual return | 12.98% | 11.45%+1.5pp | 6.78%+6.2pp | 11.45%+1.5pp |
| Employer contribution / active EE | $6,258 | $17,219-63.7% | $28,542-78.1% | $17,219-63.7% |
| Participant deferral / active EE | $0 | $357-100.0% | $763-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $1,754-100.0% | $15,480-100.0% |