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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $103,488 |
DELAWARE INVESTMENTS2 years Filed as: MACQUARIE INVESTMENT MANAGEMENT Service code 28 · EIN 23-2859590 | Investment Management | $101,300 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 27 · EIN 04-3200030 | Advisory (Plan) | $67,265 |
Service code 17 · EIN 33-0818667 | Pension Consulting | $58,256 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST COMPANY Service code 15 · EIN 31-1561860 | Recordkeeping | $52,965 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS GLOBAL ASSET MANAGEMENT (AMERIC Service code 28 · EIN 36-3664388 | Investment Management | $48,236 |
Filed as: TCW ASSET MANAGEMENT COMPANY Service code 28 · EIN 95-2642764 | Investment Management | $41,311 |
KEITER3 years Filed as: KEITER, STEPHENS, HURST, GRAY, &SHR Service code 10 · EIN 54-1631262 | Accounting | $16,176 |
AETNA LIFE INSURANCE COMPANY2 years Service code 15 · EIN 06-6033492 | Recordkeeping | $12,950 |
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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 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 | $169,587-100.0% | $157,466-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 34.7%-34.7pp | 11.9%-11.9pp | 46.4%-46.4pp |
| Annual return | 1.99% | -5.34%+7.3pp | 12.68%-10.7pp | -82.67%+84.7pp |
| Employer contribution / active EE | $2,887 | $31,322-90.8% | $22,860-87.4% | $43,771-93.4% |
| Participant deferral / active EE | $0 | $98-100.0% | $123-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $3,068-100.0% | $2,825-100.0% | $11,204-100.0% |