Filed November 13, 1997
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 WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $1,641,518 |
WELLINGTON TRUST COMPANY4+ years Service code 28 · EIN 04-2683227 | Investment Management | $260,491 |
THE BANK OF NEW YORK MELLON4+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $212,189 |
ROPES & GRAY LLP4+ years Filed as: ROPES AND GRAY Service code 29 · EIN 04-2233412 | Legal | $177,007 |
THE BANK OF NEW YORK MELLON4+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-1442864 | Investment Management | $143,255 |
Filed as: LOGAN CIRCLE PARTNERS Service code 28 1717 ARCH STREET · PHILADELPHIA, PA 19103 | Investment Management | $133,312 |
MERCER4+ years Service code 11 · EIN 36-2668272 | Actuarial | $121,162 |
PEREGRINE CAPITAL MANAGEMENT4+ years Service code 28 · EIN 41-6257136 | Investment Management | $58,359 |
KPMG LLP1 year Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $57,000 |
SANDS CAPITAL MANAGEMENT, LLC4+ years Filed as: SANDS CAPITAL MANAGEMENT, INC. Service code 28 · EIN 20-2830751 | Investment Management | $48,911 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $476,019-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 1.8%-1.8pp |
| Annual return | -0.21% | -3.49%+3.3pp | 4.36%-4.6pp | 0.19%-0.4pp |
| Employer contribution / active EE | $0 | $17,891-100.0% | $27,383-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $267-100.0% | $75-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $14,020-100.0% | $426-100.0% |