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 LLC5 years Service code 50 · EIN 53-0181291 | Direct Payment | $835,300 |
GOLDMAN SACHS8 years Filed as: POLUNIN CAPITAL PARTNERS LIMITED Service code 51 | Investment Mgmt Fees | $220,792 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $154,334 |
KPMG LLP9+ years Filed as: KPMG Service code 50 · EIN 13-5565207 | Direct Payment | $141,972 |
DODGE & COX9+ years Service code 28 · EIN 94-1441976 | Investment Management | $107,026 |
Service code 52 · EIN 82-2252147 | Indirect Investment Fees | $37,621 |
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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 | $13,363-100.0% | $247,553-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 50.4%-50.4pp | 2.2%-2.2pp |
| Annual return | 11.49% | 9.71%+1.8pp | 32.33%-20.8pp | 9.11%+2.4pp |
| Employer contribution / active EE | $13,559 | $7,317+85.3% | $33,964-60.1% | $12,231+10.9% |
| Participant deferral / active EE | $0 | $946-100.0% | $43-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,141-100.0% | $125-100.0% |