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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INSTITUTIONAL ASSET MGR Service code 28 · EIN 04-3532603 | Investment Management | $400,244 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $369,192 |
Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $274,982 |
GOLDMAN SACHS2+ years Filed as: GOLDMAN SACHS ASSET MGMT Service code 28 · EIN 13-3575636 | Investment Management | $233,825 |
SHORELINE INVESTMENT MGMT CO2+ years Service code 28 · EIN 77-0534201 | Investment Management | $96,748 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $72,081 |
MOSS ADAMS LLP2+ years Service code 10 · EIN 91-0189318 | Accounting | $69,160 |
DODGE & COX2+ years Service code 28 · EIN 94-1441976 | Investment Management | $61,217 |
BLACKROCK2+ years Filed as: BLACKROCK INST TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $53,970 |
CALLAN ASSOCIATES2+ years Filed as: CALLAN ASSOCIATES, INC. Service code 16 · EIN 94-2192581 | Consulting | $52,346 |
Employer contribution per participant 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 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 17.54% | 15.82%+1.7pp | 16.78%+0.8pp | 17.84%-0.3pp |
| Employer contribution / active EE | $470 | $19,885-97.6% | $26,328-98.2% | $14,688-96.8% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |