Filed May 14, 2006 (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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS PERRIN Service code 11 · EIN 23-1159360 | Actuarial | $262,490 |
BMO HARRIS BANK NA7 years Filed as: BMO HARRIS BANK N.A. Service code 25 · EIN 36-2085229 | Directed Trustee | $48,836 |
MEKETA INVESTMENT GROUP10+ years Filed as: MEKETA INVESTMENT GROUP INC. Service code 28 · EIN 04-2659023 | Investment Management | $46,000 |
FIRST EAGLE10+ years Filed as: FIRST EAGLE INVESTMENT MANAGEMENT L Service code 51 · EIN 57-1156902 | Investment Mgmt Fees | $35,276 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Custodial (other than securities); In... | $10,000 |
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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 | $33,520-100.0% | $468,422-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 30.5%-30.5pp | 2.1%-2.1pp |
| Annual return | -1.14% | 7.65%-8.8pp | 6.89%-8.0pp | 7.65%-8.8pp |
| Employer contribution / active EE | $47,575 | $20,582+131.1% | $43,868+8.4% | $20,582+131.1% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $44-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $1,988-100.0% | $193-100.0% |