Filed March 30, 2007 (most recent of 5 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.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $640,186 |
THE BANK OF NEW YORK MELLON10+ years Service code 11 · EIN 13-5160382 | Actuarial | $58,085 |
BLACKROCK5 years Filed as: BLACKROCK INSTNL TRUST COMPANY NA Service code 21 · EIN 94-3112180 | Bank Trustee | $7,422 |
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 0.10% | 8.46%-8.4pp | 9.82%-9.7pp | 8.76%-8.7pp |
| Employer contribution / active EE | $9,728 | $11,054-12.0% | $30,322-67.9% | $16,664-41.6% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |