Filed December 19, 2013 (most recent of 4 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 LLC8 years Filed as: WILLIS TOWERS WATSON Service code 11 800 BOYLSTON STREET · BOSTON, MA 02110 | Actuarial | $610,596 |
TIAA10+ years Service code 52 · EIN 13-1624203 | Indirect Investment Fees | $515,532 |
WELLINGTON TRUST COMPANY9 years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 51 280 CONGRESS ST · BOSTON, MA 02210 | Investment Mgmt Fees | $358,015 |
PRICEWATERHOUSECOOPERS LLP10+ years Filed as: PRICEWATERHOUSECOOPERS, LLC. Service code 10 · EIN 13-4008324 | Accounting | $136,093 |
ROPES & GRAY LLP10+ years Filed as: ROPES & GRAY Service code 29 · EIN 04-2233412 | Legal | $64,067 |
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 | $288,243-100.0% | $86,364-100.0% | $288,243-100.0% |
| Participation rate | 0.0% | 49.2%-49.2pp | 92.7%-92.7pp | 49.2%-49.2pp |
| Annual return | 5.52% | 10.96%-5.4pp | 12.73%-7.2pp | 10.96%-5.4pp |
| Employer contribution / active EE | $9,301 | $7,650+21.6% | $4,636+100.6% | $7,650+21.6% |
| Participant deferral / active EE | $0 | $6,708-100.0% | $6,159-100.0% | $6,708-100.0% |
| Admin fee / account holder | $0 | $111-100.0% | $920-100.0% | $111-100.0% |