Filed April 16, 2007 (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 |
|---|---|---|
Filed as: FIDELITY Service code 25 · EIN 04-2723880 | Directed Trustee | $850,336 |
HEWITT ASSOCIATES LLC4+ years Filed as: HEWITT ENNISKNUPP Service code 17 · EIN 36-3109431 | Pension Consulting | $258,039 |
RYDER SYSTEM, INC.4+ years Service code 15 · EIN 59-0739250 | Recordkeeping | $219,930 |
STATE STREET GLOBAL ADVISORS4+ years Service code 18 · EIN 04-1867445 | Custodial (other than securities); In... | $198,654 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $195,737 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BNY MELLON ASSET SERVICING Service code 28 · EIN 13-5160382 | Investment Management | $152,676 |
THE BANK OF NEW YORK MELLON4+ years Filed as: MELLON CAPITAL MANAGEMENT CORP Service code 21 · EIN 25-6078093 | Bank Trustee | $43,128 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $955,976-100.0% | $280,855-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 0.0%0pp |
| Annual return | -6.00% | -1.31%-4.7pp | -0.70%-5.3pp | 33.37%-39.4pp |
| Employer contribution / active EE | $5,975 | $12,967-53.9% | $28,903-79.3% | $11,253-46.9% |
| Participant deferral / active EE | $0 | $1-100.0% | $148-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $0 | $1,852-100.0% | $99,113-100.0% |