Filed April 8, 2005 (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.
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $66,417 |
MITCHELL & TITUS, LLP4+ years Service code 10 · EIN 13-2781641 | Accounting | $39,173 |
THE BANK OF NEW YORK MELLON2 years Filed as: U.S. BANK Service code 21 · EIN 41-6271370 | Bank Trustee | $33,174 |
ENTERPRISE BANK & TRUST4+ years Filed as: ENTERPRISE Service code 36 · EIN 13-4181552 | Copying and duplicating | $25,735 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $6,085 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $171,071-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.4%-37.4pp | 0.0%0pp |
| Annual return | -2.84% | 33.37%-36.2pp | -3.19%+0.4pp | 33.37%-36.2pp |
| Employer contribution / active EE | $465 | $11,253-95.9% | $48,658-99.0% | $11,253-95.9% |
| Participant deferral / active EE | $0 | $819-100.0% | $273-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $5,129-100.0% | $99,113-100.0% |