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 | $842,873 |
MOSS ADAMS LLP6+ years Service code 10 · EIN 91-0189318 | Accounting | $202,957 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $121,130 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON PENNSYLVANIA Service code 16 · EIN 23-1159360 | Consulting | $119,422 |
GOLDMAN SACHS6+ years Filed as: GOLDMAN SACHS ASSET MGMT Service code 28 · EIN 13-3575636 | Investment Management | $109,280 |
DODGE & COX6+ years Service code 28 · EIN 94-1441976 | Investment Management | $100,589 |
CALLAN ASSOCIATES6+ years Filed as: CALLAN ASSOCIATES, INC. Service code 16 · EIN 94-2192581 | Consulting | $74,933 |
BLACKROCK6+ years Filed as: BLACKROCK INST TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $52,885 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: SSGA ADVISORS Service code 28 · EIN 04-1867445 | Investment Management | $24,899 |
AON CONSULTING3 years Filed as: AON CONSULTING INC. Service code 16 · EIN 22-2232264 | Consulting | $10,488 |
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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 | $444,552-100.0% | $220,551-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 3.7%-3.7pp |
| Annual return | 30.71% | 9.47%+21.2pp | 7.32%+23.4pp | 15.63%+15.1pp |
| Employer contribution / active EE | $0 | $9,065-100.0% | $23,426-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $939-100.0% | $107-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $9,522-100.0% | $429-100.0% |