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 MGT Service code 28 · EIN 04-3532603 | Investment Management | $565,100 |
CALLAN ASSOCIATES7+ years Filed as: CALLAN ASSOCIATES, INC. Service code 16 · EIN 94-2192581 | Consulting | $182,480 |
GOLDMAN SACHS7+ years Filed as: GOLDMAN SACHS ASSET MGMT Service code 28 · EIN 13-3575636 | Investment Management | $156,915 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON PENNSYLVANIA Service code 16 · EIN 23-1159360 | Consulting | $112,953 |
BLACKROCK7+ years Filed as: BLACKROCK INST TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $109,738 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); In... | $82,030 |
MOSS ADAMS LLP7+ years Service code 10 · EIN 91-0189318 | Accounting | $42,939 |
Filed as: MELLON INVESTMENTS Service code 28 · EIN 25-1442864 | Investment Management | $40,996 |
DODGE & COX7+ years Service code 28 · EIN 94-1441976 | Investment Management | $21,472 |
AON CONSULTING4 years Filed as: AON CONSULTING INC. Service code 16 · EIN 22-2232264 | Consulting | $12,196 |
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 | $2,456,633-100.0% | $213,834-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 1.5%-1.5pp |
| Annual return | -22.08% | 87.23%-109.3pp | -5.12%-17.0pp | 23.41%-45.5pp |
| Employer contribution / active EE | $0 | $12,989-100.0% | $31,020-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,092-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $2,852-100.0% | $14,884-100.0% |