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 | $659,936 |
Filed as: TOWERS WATSON INVESTMENT SVCS, INC. Service code 27 · EIN 52-1868818 | Advisory (Plan) | $339,629 |
Service code 11 · EIN 53-0181291 | Actuarial | $194,474 |
Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $100,150 |
BLACKROCK9+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112108 | Bank Trustee | $88,505 |
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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 | $0 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 3.90% | 8.76%-4.9pp | 148.78%-144.9pp | 8.76%-4.9pp |
| Employer contribution / active EE | $32,051 | $16,664+92.3% | $26,858+19.3% | $16,664+92.3% |
| Participant deferral / active EE | $0 | $948-100.0% | $63-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |