Filed July 20, 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.
| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $1,465,780 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN INSTITUTIONAL MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $809,397 |
WELLINGTON TRUST COMPANY1+ years Service code 28 · EIN 04-2755549 | Investment Management | $573,123 |
INVESCO1+ years Filed as: INVESCO INSTITUTIONAL NA INC. Service code 28 · EIN 58-1707262 | Investment Management | $562,616 |
FIRST EAGLE1+ years Filed as: FIRST EAGLE INV. MGMT LLC Service code 28 · EIN 57-1156902 | Investment Management | $439,245 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $410,979 |
CORNERSTONE CPA GROUP1+ years Filed as: CORNERSTONE INV. PRTNS LLC Service code 28 · EIN 58-2620541 | Investment Management | $354,400 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $271,944 |
CASTLEARK MANAGEMENT LLC1+ years Filed as: CASTLEARK MANAGEMENT, LLC Service code 28 · EIN 46-4251197 | Investment Management | $257,285 |
CALLAN ASSOCIATES1+ years Filed as: CALLAN ASSOCIATES, INC. Service code 16 · EIN 94-2192581 | Consulting | $120,145 |
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 | $0 | $846,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | -1.59% | 3.11%-4.7pp | -0.81%-0.8pp | 3.11%-4.7pp |
| Employer contribution / active EE | $44,405 | $9,361+374.4% | $38,425+15.6% | $9,361+374.4% |
| Participant deferral / active EE | $0 | $375-100.0% | $315-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $15,697-100.0% | - |