Filed October 18, 2004
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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 50 · EIN 53-0181291 | Direct Payment | $2,088,802 |
Filed as: VOYA Service code 28 · EIN 02-0488491 | Investment Management | $1,538,792 |
MONDRIAN INVESTMENT GROUP3 years Filed as: MONDRIAN INVESTMENT PARTNERS Service code 28 · EIN 20-3844853 | Investment Management | $1,100,425 |
PIMCO FUNDS5 years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $853,512 |
THE BANK OF NEW YORK MELLON3 years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $713,634 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $85,000 |
PGIM INVESTMENTS2 years Filed as: PGIM Service code 28 · EIN 22-2540245 | Investment Management | $82,708 |
STATE STREET GLOBAL ADVISORS6+ years Service code 28 · EIN 04-1867445 | Investment Management | $34,639 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $454,052-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.4%-18.4pp | 0.0%0pp |
| Annual return | -1.81% | 9.17%-11.0pp | 8.95%-10.8pp | 13.51%-15.3pp |
| Employer contribution / active EE | $0 | $5,235-100.0% | $46,559-100.0% | $8,170-100.0% |
| Participant deferral / active EE | $0 | $488-100.0% | $131-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $19,831-100.0% | - |