Filed October 18, 2004 (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 Service code 13 · EIN 04-3532603 | Contract Administrator | $1,440,781 |
WILLIS TOWERS WATSON US LLC10+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $161,844 |
Filed as: WILLIS TOWERS WATSON (GAC) Service code 11 · EIN 53-0181291 | Actuarial | $160,024 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET Service code 21 · EIN 04-1867445 | Bank Trustee | $156,522 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST Service code 50 · EIN 27-2037969 | Direct Payment | $102,500 |
K&L GATES1 year Service code 50 · EIN 25-0921018 | Direct Payment | $73,489 |
ERNST & YOUNG LLP3 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $32,819 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $27,075 |
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 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 4.17% | 9.32%-5.1pp | 10.53%-6.4pp | 9.30%-5.1pp |
| Employer contribution / active EE | $15,520 | $14,511+7.0% | $26,797-42.1% | $12,551+23.7% |
| Participant deferral / active EE | $0 | $1,678-100.0% | $122-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |