Filed September 29, 1992
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.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $946,726 |
Service code 27 · EIN 04-3304963 | Advisory (Plan) | $464,790 |
COLUMBUS CIRCLE INVESTORS3+ years Service code 28 · EIN 06-1404803 | Investment Management | $242,561 |
DIAMOND HILL3+ years Filed as: DIAMOND HILL CAPITAL MANAGEMENT INC Service code 28 · EIN 31-1019984 | Investment Management | $240,195 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $186,585 |
WEDGE CAPITAL MANAGEMENT3+ years Service code 27 · EIN 56-1557450 | Advisory (Plan) | $166,925 |
KEY TRUST COMPANY OF MAINE3+ years Service code 13 · EIN 01-0412083 | Contract Administrator | $139,491 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $60,000 |
VERRILL DANA LLP3+ years Filed as: VERRILL DANA, LLP Service code 29 · EIN 01-0176171 | Legal | $49,778 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $451,207-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.0%-35.0pp | 0.0%0pp |
| Annual return | 15.92% | 17.84%-1.9pp | 8.77%+7.1pp | 17.84%-1.9pp |
| Employer contribution / active EE | $2,391 | $14,688-83.7% | $36,356-93.4% | $14,688-83.7% |
| Participant deferral / active EE | $0 | $770-100.0% | $68-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $3,635-100.0% | - |