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.
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $700,838 |
Service code 27 · EIN 04-3304963 | Advisory (Plan) | $336,688 |
COLUMBUS CIRCLE INVESTORS4+ years Service code 28 · EIN 06-1404803 | Investment Management | $251,876 |
DIAMOND HILL4+ years Filed as: DIAMOND HILL CAPITAL MANAGEMENT INC Service code 28 · EIN 31-1019984 | Investment Management | $219,690 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $180,617 |
WEDGE CAPITAL MANAGEMENT4+ years Service code 27 · EIN 56-1557450 | Advisory (Plan) | $162,566 |
KEY TRUST COMPANY OF MAINE4+ years Service code 13 · EIN 01-0412083 | Contract Administrator | $143,083 |
VERRILL DANA LLP4+ years Filed as: VERRILL DANA, LLP Service code 29 · EIN 01-0176171 | Legal | $122,771 |
Service code 16 · EIN 13-4008324 | Consulting | $96,122 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $90,000 |
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Employer contribution per participant 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 | $21,578,776-100.0% | $298,592-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.5%-44.5pp | 0.0%0pp |
| Annual return | -6.20% | 33.37%-39.6pp | -0.25%-5.9pp | 33.37%-39.6pp |
| Employer contribution / active EE | $3,033 | $11,253-73.0% | $39,776-92.4% | $11,253-73.0% |
| Participant deferral / active EE | $0 | $819-100.0% | $0-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $18,607-100.0% | $99,113-100.0% |