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 CONSULTING8+ years Service code 11 · EIN 22-2232264 | Actuarial | $8,804,048 |
Service code 28 101 S HANLEY RD # 1700 · CLAYTON, MO 63105 | Investment Management | $1,854,948 |
Service code 28 1330 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Investment Management | $1,582,455 |
WESTFIELD CAPITAL MANAGEMENT2 years Filed as: WESTFIELD CAPITAL MANAGEMENT CO. Service code 28 ONE FINANCIAL CENTER, 23RD FLOOR · BOSTON, MA 02111 | Investment Management | $1,160,218 |
GENESIS ASSET MANAGERS LLP3 years Filed as: GENESIS ADVISORS LLC Service code 28 · EIN 26-0594575 | Investment Management | $1,073,317 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLIN TEMPLETON LLC Service code 28 47 WEST 200 SOUTH · SALT LAKE, UT 84101 | Investment Management | $581,200 |
INVESCO2 years Filed as: INVESCO LTD Service code 28 TWO PEACHTREE POINTE · ATLANTA, GA 30309 | Investment Management | $189,042 |
LEGAL & GENERAL INVESTMENT6 years Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 28 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $150,410 |
DODGE & COX1 year Filed as: DODGE & COX FUNDS Service code 28 P.O. BOX 219502 · KANSAS, MO 641219502 | Investment Management | $145,495 |
SUNTRUST BANKS, INC.8+ years Filed as: BRANCH BANKING AND TRUST COMPANY Service code 21 · EIN 56-1074313 | Bank Trustee | $107,121 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,469,698-100.0% | $788,447-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -24.48% | -15.08%-9.4pp | -3.21%-21.3pp | 7.68%-32.2pp |
| Employer contribution / active EE | $9,404 | $5,566+69.0% | $46,051-79.6% | $9,142+2.9% |
| Participant deferral / active EE | $0 | $0 | $31-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $46,258-100.0% | $19,323-100.0% |