Filed November 2, 2001 (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 |
|---|---|---|
Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $179,371 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS GLOBAL ASSET MANAGEMENT (AMERIC Service code 28 · EIN 36-3718331 | Investment Management | $109,763 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $109,160 |
Filed as: TCW ASSET MANAGEMENT COMPANY Service code 28 · EIN 95-2642764 | Investment Management | $106,942 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 15 · EIN 31-1561860 | Recordkeeping | $98,333 |
DELAWARE INVESTMENTS2+ years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 · EIN 23-2859590 | Investment Management | $56,585 |
KEITER1 year Filed as: KEITER, STEPHENS, HURST, GRAY, &SHR Service code 10 · EIN 54-1631262 | Accounting | $14,540 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $14,196 |
AETNA LIFE INSURANCE COMPANY2+ years Filed as: AETNA LIFE INS. CO Service code 15 · EIN 06-6033492 | Recordkeeping | $12,827 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,729-100.0% | $151,941-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 12.6%-12.6pp |
| Annual return | -2.01% | 4.69%-6.7pp | 5.44%-7.5pp | 4.56%-6.6pp |
| Employer contribution / active EE | $0 | $15,631-100.0% | $25,481-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $0 | $53-100.0% | $65-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $11,765-100.0% | $1,711-100.0% |