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 LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $1,182,678 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $452,993 |
NORTHERN TRUST COMPANY5 years Filed as: THE NORTHERN TRUST CO Service code 21 · EIN 36-1561860 | Bank Trustee | $233,408 |
BLACKROCK3 years Service code 28 · EIN 30-0587659 | Investment Management | $103,788 |
MAYER HOFFMAN MCCANN P.C.2 years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $23,320 |
STATE STREET GLOBAL ADVISORS3 years Service code 28 · EIN 13-3142135 | Investment Management | $10,450 |
SNELL & WILMER LLP5 years Service code 29 · EIN 86-0089731 | Legal | $7,183 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $2,456,633-100.0% | $213,834-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 1.5%-1.5pp |
| Annual return | -22.73% | 87.23%-110.0pp | -5.12%-17.6pp | 23.41%-46.1pp |
| Employer contribution / active EE | $3,222 | $12,989-75.2% | $31,020-89.6% | $12,650-74.5% |
| Participant deferral / active EE | $0 | $1,092-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $2,852-100.0% | $14,884-100.0% |