Filed June 20, 2006 (most recent of 3 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 |
|---|---|---|
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $301,173 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON Service code 50 · EIN 53-0181291 | Direct Payment | $250,236 |
Filed as: TRANSAMERICA INVESTMENT MGMT., LLC Service code 50 · EIN 06-1564377 | Direct Payment | $109,689 |
Filed as: MORGAN STANLEY & CO INC Service code 28 1585 BROADWAY · NEW YORK CITY, NY 10036 | Investment Management | $8,461 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $221,583-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 1.8%-1.8pp |
| Annual return | -5.16% | -5.24%+0.1pp | -6.55%+1.4pp | 0.19%-5.4pp |
| Employer contribution / active EE | $0 | $21,507-100.0% | $21,653-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $326-100.0% | $160-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $1,920-100.0% | $426-100.0% |