Filed September 11, 2012 (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.
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $1,185,354 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $516,755 |
NORTHERN TRUST COMPANY4 years Filed as: THE NORTHERN TRUST CO Service code 21 · EIN 36-1561860 | Bank Trustee | $269,469 |
BLACKROCK2 years Service code 28 · EIN 30-0587659 | Investment Management | $110,449 |
Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $32,035 |
STATE STREET GLOBAL ADVISORS2 years Service code 28 · EIN 13-3142135 | Investment Management | $12,686 |
SNELL & WILMER LLP4 years Service code 29 · EIN 86-0089731 | Legal | $12,233 |
Filed as: PENSION BENEFIT INFORMATION LLS Service code 29 · EIN 94-2856521 | Legal | $6,826 |
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Employer contribution per participant 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 | $444,552-100.0% | $220,551-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 3.7%-3.7pp |
| Annual return | 8.23% | 9.47%-1.2pp | 7.32%+0.9pp | 15.63%-7.4pp |
| Employer contribution / active EE | $3,833 | $9,065-57.7% | $23,426-83.6% | $11,476-66.6% |
| Participant deferral / active EE | $0 | $939-100.0% | $107-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $9,522-100.0% | $429-100.0% |