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 MELLON6+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $766,266 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 50 1301 FIFTH AVE STE 3800 · SEATTLE, WA 98101 | Direct Payment | $250,099 |
Filed as: TRANSAMERICA INVESTMENT MGMT., LLC Service code 50 · EIN 06-1564377 | Direct Payment | $151,941 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $151,165 |
SNELL & WILMER LLP1 year Service code 29 201 THIRD ST NW, STE 500 · ALBUQUERQUE, NM 87102 | Legal | $16,560 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY & CO INC Service code 28 1585 BROADWAY · NEW YORK CITY, NY 10036 | Investment Management | $15,007 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $733,756-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 0.6%-0.6pp |
| Annual return | 18.51% | 14.11%+4.4pp | 8.35%+10.2pp | 11.45%+7.1pp |
| Employer contribution / active EE | $0 | $29,055-100.0% | $27,010-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $297-100.0% | $180-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $19,421-100.0% | $15,480-100.0% |