Filed March 7, 1997 (most recent of 2 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 LLC2 years Filed as: WILLIS TOWERS WATSON, LLC Service code 11 · EIN 53-0181291 | Actuarial | $1,123,486 |
PNC BANK, N.A.4 years Filed as: PNC BANK Service code 25 · EIN 25-1211909 | Directed Trustee | $232,611 |
ROPES & GRAY LLP2 years Filed as: ROPES & GRAY Service code 29 800 BOYLSTON STREET · BOSTON, MA 021993600 | Legal | $214,083 |
CARON & BLETZER, PLLC6+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $21,000 |
Filed as: INDEPENDENT INSURANCE ANALYSTS, LLC Service code 49 17 AUGUST RD · SIMSBURY, CT 060702824 | Other Services | $7,500 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $120,737-100.0% | $91,826-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 4.7%-4.7pp | 43.1%-43.1pp |
| Annual return | 5.72% | 4.61%+1.1pp | 793.01%-787.3pp | 259.19%-253.5pp |
| Employer contribution / active EE | $0 | $40,806-100.0% | $27,004-100.0% | $41,472-100.0% |
| Participant deferral / active EE | $0 | $155-100.0% | $154-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $9,698-100.0% | $4,239-100.0% | $21,502-100.0% |