Filed January 18, 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 |
|---|---|---|
Filed as: FIDELITY INSTITUTIONAL ASSET MGR Service code 28 · EIN 04-3532603 | Investment Management | $321,276 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $188,325 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $143,051 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $127,670 |
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS ASSET MGMT Service code 28 · EIN 13-3575636 | Investment Management | $104,773 |
SHORELINE INVESTMENT MGMT CO1+ years Service code 28 · EIN 77-0534201 | Investment Management | $60,978 |
DODGE & COX1+ years Service code 28 · EIN 94-1441976 | Investment Management | $56,924 |
CALLAN ASSOCIATES1+ years Filed as: CALLAN ASSOCIATES, INC. Service code 16 · EIN 94-2192581 | Consulting | $34,508 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MGMT CORP Service code 28 · EIN 25-1442864 | Investment Management | $31,373 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $28,206 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | 3.02% | 6.04%-3.0pp | 5.44%-2.4pp | 9.19%-6.2pp |
| Employer contribution / active EE | $8,075 | $12,925-37.5% | $25,481-68.3% | $12,608-36.0% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |