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 | $628,033 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON Service code 17 · EIN 27-0676603 | Pension Consulting | $470,322 |
INCOME RESEARCH & MANAGEMENT5+ years Filed as: INCOME RESEARCH MGMT Service code 28 · EIN 04-2955404 | Investment Management | $311,510 |
PIMCO FUNDS5+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $195,102 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK - MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $174,859 |
BLACKROCK5+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112108 | Bank Trustee | $104,108 |
GOLDMAN SACHS5+ years Filed as: CHARLESBANK CAPITAL PARTNERS LLC Service code 28 · EIN 04-3419769 | Investment Management | $75,963 |
MAVERICK CAPITAL LTD1 year Filed as: MAVERICK FUND Service code 28 1900 N. PEARL STREET · DALLAS, TN 75201 | Investment Management | $25,396 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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.
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 | $161,673-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.7%-41.7pp | 0.0%0pp |
| Annual return | 6.62% | 9.42%-2.8pp | 9.65%-3.0pp | 12.86%-6.2pp |
| Employer contribution / active EE | $23,278 | $3,243+617.9% | $27,458-15.2% | $13,687+70.1% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $23,561-100.0% | - |