Filed October 18, 2004
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 |
|---|---|---|
AON CONSULTING7+ years Service code 11 · EIN 22-2232264 | Actuarial | $7,991,821 |
Service code 28 1330 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Investment Management | $2,428,911 |
Filed as: WESTFIELD CAPITAL MANAGEMENT CO. Service code 28 ONE FINANCIAL CENTER, 23RD FLOOR · BOSTON, MA 02111 | Investment Management | $1,822,623 |
GENESIS ASSET MANAGERS LLP2 years Filed as: GENESIS ADVISORS LLC Service code 28 · EIN 26-0594575 | Investment Management | $1,519,972 |
Service code 28 101 S HANLEY RD # 1700 · CLAYTON, MO 63105 | Investment Management | $1,345,752 |
CITIBANK1 year Service code 28 388 GREENWICH STREET · NEW YORK, NY 10013 | Investment Management | $1,233,078 |
Filed as: JP MORGAN CHASE BANK Service code 50 1111 POLARIS PARKWAY · COLUMBUS, OH 43240 | Direct Payment | $1,092,267 |
LEGAL & GENERAL INVESTMENT5 years Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 28 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $561,912 |
INVESCO1 year Filed as: INVESCO LTD Service code 28 TWO PEACHTREE POINTE · ATLANTA, GA 30309 | Investment Management | $385,606 |
Filed as: AVIVA INVESTORS Service code 28 215 10TH STREET · DES MOINES, IA 50309 | Investment Management | $237,175 |
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 | $0 | $454,052-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.4%-18.4pp | 0.0%0pp |
| Annual return | 11.19% | 9.17%+2.0pp | 8.95%+2.2pp | 13.51%-2.3pp |
| Employer contribution / active EE | $10,623 | $5,235+102.9% | $46,559-77.2% | $8,170+30.0% |
| Participant deferral / active EE | $0 | $488-100.0% | $131-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $19,831-100.0% | - |