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 LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $791,781 |
THE BANK OF NEW YORK MELLON9+ years Service code 11 · EIN 13-5160382 | Actuarial | $69,775 |
BLACKROCK4 years Filed as: BLACKROCK INSTNL TRUST COMPANY NA Service code 21 · EIN 94-3112180 | Bank Trustee | $10,869 |
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 | $3,299,877-100.0% | $247,553-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 2.3%-2.3pp |
| Annual return | 3.65% | 18.04%-14.4pp | 32.33%-28.7pp | 37.77%-34.1pp |
| Employer contribution / active EE | $9,833 | $10,357-5.1% | $33,964-71.1% | $15,798-37.8% |
| Participant deferral / active EE | $0 | $180-100.0% | $43-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,141-100.0% | $9,287-100.0% |