Filed December 15, 1995 (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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 15 · EIN 04-2647786 | Recordkeeping | $2,834,117 |
TEXTRON INC. ADMIN2 years Service code 14 · EIN 05-0315468 | Plan Administrator | $1,031,019 |
Filed as: WILLIS TOWERS WATSON, LLC Service code 11 · EIN 53-0181291 | Actuarial | $326,656 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $163,012 |
PROSKAUER ROSE LLP2 years Filed as: PROSKAUER ROSE, LLP Service code 29 ONE INTERNATIONAL PLACE · BOSTON, MA 021102600 | Legal | $47,909 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 17.61% | 5230.06%-5212.4pp | -2.84%+20.4pp | 5230.06%-5212.4pp |
| Employer contribution / active EE | $0 | $10,491-100.0% | $33,329-100.0% | $10,491-100.0% |
| Participant deferral / active EE | $0 | $460-100.0% | $51-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |