Filed February 26, 2008 (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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 14 · EIN 04-3532602 | Plan Administrator | $834,548 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 27-0676603 | Actuarial | $693,225 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $230,611 |
INCOME RESEARCH & MANAGEMENT1+ years Filed as: INCOME RESEARCH MGMT Service code 28 · EIN 04-2955404 | Investment Management | $198,928 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK - MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $135,811 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 28 · EIN 94-3112108 | Investment Management | $37,727 |
GOLDMAN SACHS1+ years Filed as: CHARLESBANK CAPITAL PARTNERS LLC Service code 28 · EIN 04-3419769 | Investment Management | $16,589 |
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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 | $381,942,733-100.0% | $139,743-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.6%-22.6pp | 0.0%0pp |
| Annual return | 5.87% | 4.86%+1.0pp | 4.96%+0.9pp | 9.19%-3.3pp |
| Employer contribution / active EE | $0 | $7,571-100.0% | $29,749-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $3,369-100.0% | $2,655,710-100.0% |