Filed October 4, 2011
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 LLC2+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 16 · EIN 52-1868818 | Consulting | $544,473 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $504,925 |
BUCK GLOBAL, LLC1 year Service code 11 · EIN 13-3954297 | Actuarial | $58,413 |
WILLIS TOWERS WATSON US LLC2+ years Service code 51 · EIN 53-0181291 | Investment Mgmt Fees | $53,864 |
LOGAN CIRCLE PARTNERS, LP2+ years Service code 51 · EIN 20-8262386 | Investment Mgmt Fees | $46,276 |
MARCUM LLP2+ years Service code 10 · EIN 11-1986323 | Accounting | $37,330 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $25,954 |
Filed as: HARTER, SECREST & EMERY LLP Service code 29 · EIN 16-0766172 | Legal | $22,398 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $19,670 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $312,618-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 0.0%0pp |
| Annual return | 19.56% | 12.86%+6.7pp | 10.03%+9.5pp | 12.86%+6.7pp |
| Employer contribution / active EE | $3,215 | $13,687-76.5% | $38,789-91.7% | $13,687-76.5% |
| Participant deferral / active EE | $0 | $833-100.0% | $74-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $4,182-100.0% | - |