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 | $972,633 |
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON Service code 17 · EIN 27-0676603 | Pension Consulting | $729,806 |
BLACKROCK6+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112108 | Bank Trustee | $146,820 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF NEW YORK - MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $114,127 |
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INVESTMENTS IMPLEMENTATION Service code 28 · EIN 98-1082391 | Investment Management | $85,000 |
PIMCO FUNDS6+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $67,639 |
Filed as: SSGA Service code 28 CHANNEL CENTER · BOSTON, MA 02210 | Investment Management | $11,889 |
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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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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 | $444,552-100.0% | $161,924-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 34.6%-34.6pp | 3.7%-3.7pp |
| Annual return | 7.18% | 11.76%-4.6pp | 10.41%-3.2pp | 15.63%-8.5pp |
| Employer contribution / active EE | $21,441 | $3,456+520.3% | $31,248-31.4% | $11,476+86.8% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $1,130-100.0% | $429-100.0% |