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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Filed as: WILLIS TOWERS WATSON Service code 17 · EIN 27-0676603 | Pension Consulting | $593,497 |
Filed as: FIDELITY INVESTMENTS Service code 14 · EIN 04-3532602 | Plan Administrator | $555,386 |
BLACKROCK7+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112108 | Bank Trustee | $118,448 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF NEW YORK - MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $105,500 |
STATE STREET GLOBAL ADVISORS2 years Filed as: SSGA Service code 18 CHANNEL CENTER · BOSTON, MA 02210 | Custodial (other than securities); In... | $11,830 |
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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 | $2,456,633-100.0% | $65,170-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.3%-29.3pp | 1.5%-1.5pp |
| Annual return | -10.30% | -14.77%+4.5pp | 7.07%-17.4pp | 23.41%-33.7pp |
| Employer contribution / active EE | $31,262 | $4,290+628.7% | $34,847-10.3% | $12,650+147.1% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $51-100.0% | $14,884-100.0% |