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 | $839,639 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $534,577 |
Filed as: WESTERN ASSET MGT Service code 27 · EIN 52-1200960 | Advisory (Plan) | $452,748 |
PIMCO FUNDS2 years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $436,728 |
HEWITT ASSOCIATES LLC6+ years Filed as: HEWITT ENNISKNUPP Service code 17 · EIN 36-3109431 | Pension Consulting | $265,451 |
STATE STREET GLOBAL ADVISORS6+ years Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $181,658 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BNY MELLON ASSET SERVICING Service code 21 · EIN 13-5160382 | Bank Trustee | $149,849 |
RYDER SYSTEM, INC.6+ years Service code 15 · EIN 59-0739250 | Recordkeeping | $110,323 |
THE BANK OF NEW YORK MELLON2 years Filed as: MELLON CAPITAL MANAGEMENT CORP. Service code 28 · EIN 25-6078093 | Investment Management | $103,187 |
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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 | $0 | $353,945-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.0%0pp |
| Annual return | 15.16% | 10.88%+4.3pp | 10.57%+4.6pp | 12.86%+2.3pp |
| Employer contribution / active EE | $19,525 | $18,143+7.6% | $29,483-33.8% | $13,687+42.7% |
| Participant deferral / active EE | $0 | $4-100.0% | $150-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,009-100.0% | - |