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 | $913,692 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELAWARE, INC. Service code 16 · EIN 53-0181291 | Consulting | $145,250 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $130,333 |
GOLDMAN SACHS4+ years Filed as: GOLDMAN SACHS ASSET MGMT Service code 28 · EIN 13-3575636 | Investment Management | $126,102 |
Filed as: TOWERS WATSON PENNSYLVANIA Service code 16 · EIN 23-1159360 | Consulting | $64,300 |
DODGE & COX4+ years Service code 28 · EIN 94-1441976 | Investment Management | $63,639 |
CALLAN ASSOCIATES4+ years Filed as: CALLAN ASSOCIATES, INC. Service code 16 · EIN 94-2192581 | Consulting | $58,478 |
MOSS ADAMS LLP4+ years Service code 10 · EIN 91-0189318 | Accounting | $51,020 |
BLACKROCK4+ years Filed as: BLACKROCK INST TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $39,895 |
THE BANK OF NEW YORK MELLON4+ years Filed as: MELLON CAPITAL MGMT CORP Service code 28 · EIN 25-1442864 | Investment Management | $34,132 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $682,094,093-100.0% | $133,543,011-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 12.45% | 22.40%-9.9pp | 29.77%-17.3pp | 21.83%-9.4pp |
| Employer contribution / active EE | $0 | $13,519-100.0% | $33,607-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $806-100.0% | $96-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $3,101,387-100.0% | $835,310-100.0% | $1,551,325-100.0% |