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 LLC5 years Service code 50 · EIN 53-0181291 | Direct Payment | $2,246,508 |
Filed as: VOYA Service code 28 · EIN 02-0488491 | Investment Management | $1,222,593 |
THE BANK OF NEW YORK MELLON5 years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $746,231 |
PIMCO FUNDS7 years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $529,808 |
MONDRIAN INVESTMENT GROUP2 years Filed as: MONDRIAN Service code 28 · EIN 98-0117968 | Investment Management | $157,619 |
PGIM INVESTMENTS4 years Filed as: PGIM Service code 28 · EIN 22-2540245 | Investment Management | $99,529 |
ERNST & YOUNG LLP3 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $43,775 |
STATE STREET GLOBAL ADVISORS8+ years Service code 28 · EIN 04-1867445 | Investment Management | $10,576 |
GIBSON CAPITAL, LLC8+ years Filed as: GIBSON, DUNN & CRUTCHER LLP Service code 29 · EIN 95-1611234 | Legal | $8,513 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $422,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 0.0%0pp |
| Annual return | -2.00% | 33.11%-35.1pp | 12.68%-14.7pp | 33.11%-35.1pp |
| Employer contribution / active EE | $10 | $9,000-99.9% | $41,626-100.0% | $9,000-99.9% |
| Participant deferral / active EE | $0 | $680-100.0% | $96-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $10,609-100.0% | - |