Filed July 16, 2013 (most recent of 4 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.
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $640,459 |
GOLDMAN SACHS6 years Filed as: POLUNIN CAPITAL PARTNERS LIMITED Service code 28 | Investment Management | $129,184 |
KPMG LLP7+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $115,636 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $94,747 |
DODGE & COX7+ years Service code 28 · EIN 94-1441976 | Investment Management | $91,676 |
BLACKROCK7+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $72,476 |
DONALD TAYLOR1 year Filed as: DONALD SMITH & CO., INC Service code 27 · EIN 13-2807845 | Advisory (Plan) | $68,793 |
NISA INVESTMENT ADVISORS, LLC7+ years Service code 28 · EIN 48-1140940 | Investment Management | $58,710 |
NALANDA CAPITAL PTE LTD5 years Service code 28 | Investment Management | $26,395 |
Service code 28 · EIN 47-5327240 | Investment Management | $9,771 |
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Participant contribution per participant 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 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 9.05% | 35.98%-26.9pp | 10.75%-1.7pp | 15.63%-6.6pp |
| Employer contribution / active EE | $11,409 | $8,396+35.9% | $35,170-67.6% | $11,476-0.6% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |