Filed September 21, 2006 (most recent of 2 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 LLC3+ years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 13-5160382 1301 MCKINNEY STREET SUITE 3000 · HOUSTON, TX 77010 | Consulting | $2,182,978 |
THE BANK OF NEW YORK MELLON2 years Service code 18 · EIN 13-5160382 500 GRANT STREET ONE MELLON CENTER · PITTSBURGH, PA 15258 | Custodial (other than securities); Tr... | $472,699 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: GRANITE INVESTMENT PARTNERS Service code 28 · EIN 27-0225271 2321 ROSECRANS AVE SUITE 4200 · EL SEGUNDO, CA 90245 | Investment Management | $178,910 |
RIDGEWORTH3+ years Filed as: KAYNE ANDERSON RUDNICK INVESTMENT Service code 28 · EIN 95-4575414 1800 AVENUE OF THE STARS 3RD FLOOR · LOS ANGELES, CA 90067 | Investment Management | $161,724 |
LYRICAL ASSET MANAGEMENT2 years Filed as: LYRICAL ASSET MANAGEMENT LP Service code 28 · EIN 37-1572793 405 PARK AVENUE 6TH FLOOR · NEW YORK, NY 10022 | Investment Management | $148,944 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2755549 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $145,813 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLIN TEMPLETON GLOBAL Service code 28 · EIN 80-0733663 ONE FRANKLIN PARKWAY · SAN MATEO, CA 94403 | Investment Management | $142,899 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 525 MARKET STREET 10TH FLOOR · SAN FRANCISCO, CA 94105 | Investment Management | $128,816 |
VAUGHAN NELSON INVESTMENT MGMT3+ years Filed as: VAUGHAN NELSON INVESTMENT Service code 28 · EIN 04-3304963 600 TRAVIS SUITE 6300 · HOUSTON, TX 77002 | Investment Management | $128,584 |
Filed as: MORGAN STANLEY INVESTMENT Service code 28 · EIN 13-3040307 522 5TH AVENUE - 6TH FLOOR · NEW YORK, NY 10036 | Investment Management | $97,508 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $436,953-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | 2.69% | 16.96%-14.3pp | -102.04%+104.7pp | 73.13%-70.4pp |
| Employer contribution / active EE | $143 | $5,316-97.3% | $36,232-99.6% | $8,421-98.3% |
| Participant deferral / active EE | $0 | $110-100.0% | $47-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $12,721-100.0% | - |