Filed September 15, 2006 (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 |
|---|---|---|
AON CONSULTING4 years Filed as: AON HEWITT INV CONSULTANT, INC Service code 16 · EIN 27-2436452 | Consulting | $443,534 |
WINSTON & STRAWN LLP1 year Service code 29 · EIN 36-1975990 | Legal | $90,072 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $87,597 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK AND TRUST Service code 28 · EIN 04-1867445 | Investment Management | $58,289 |
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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 | $198,586-100.0% | $78,313-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.0%-13.0pp | 13.5%-13.5pp |
| Annual return | 11.24% | 10.60%+0.6pp | 6.61%+4.6pp | 9.29%+1.9pp |
| Employer contribution / active EE | $78,400 | $14,953+424.3% | $24,284+222.8% | $15,168+416.9% |
| Participant deferral / active EE | $0 | $12-100.0% | $408-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $19,478-100.0% | $2,037-100.0% |