Filed January 5, 2009
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 |
|---|---|---|
BLACKROCK2 years Filed as: BLACKROCK FINANCIAL Service code 28 · EIN 13-3806691 | Investment Management | $2,525,397 |
WILLIS TOWERS WATSON US LLC2 years Service code 13 · EIN 53-0181291 | Contract Administrator | $2,312,689 |
THE BANK OF NEW YORK MELLON6+ years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $845,121 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 28 · EIN 13-3040307 | Investment Management | $447,286 |
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $431,709 |
DELOITTE & TOUCHE LLP2 years Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $309,050 |
AVIVA LIFE AND ANNUITY1 year Service code 23 · EIN 42-0175020 | Insurance services; Direct payment fr... | $147,162 |
Filed as: APTITUDE INVESTMENT MANAGEMENT Service code 28 · EIN 45-4485337 | Investment Management | $111,000 |
KPMG LLP6+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $85,000 |
WITHUMSMITH+BROWN, PC3 years Filed as: FROST BROWN TODD Service code 29 · EIN 61-0722001 | Legal | $81,216 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $91,826-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.0%0pp |
| Annual return | 17.45% | 12.05%+5.4pp | 793.01%-775.6pp | 12.86%+4.6pp |
| Employer contribution / active EE | $6,653 | $21,947-69.7% | $27,004-75.4% | $13,687-51.4% |
| Participant deferral / active EE | $0 | $0 | $154-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $4,239-100.0% | - |