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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $472,844 |
DELAWARE INVESTMENTS4 years Filed as: MACQUARIE INVESTMENT MANAGEMENT Service code 28 · EIN 23-2859590 | Investment Management | $168,016 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 17 · EIN 33-0818667 | Pension Consulting | $41,986 |
NORTHERN TRUST COMPANY6+ years Filed as: THE NORTHERN TRUST COMPANY Service code 15 · EIN 31-1561860 | Recordkeeping | $31,936 |
KEITER5 years Filed as: KEITER, STEPHENS, HURST, GRAY, &SHR Service code 10 · EIN 54-1631262 | Accounting | $15,200 |
AETNA LIFE INSURANCE COMPANY4 years Service code 15 · EIN 06-6033492 | Recordkeeping | $6,501 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $212,469-100.0% | $477,209-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 29.4%-29.4pp | 10.2%-10.2pp | 43.1%-43.1pp |
| Annual return | 8.30% | -14.68%+23.0pp | -2.84%+11.1pp | 259.19%-250.9pp |
| Employer contribution / active EE | $0 | $47,728-100.0% | $33,329-100.0% | $41,472-100.0% |
| Participant deferral / active EE | $0 | $1-100.0% | $51-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,190-100.0% | $2,475-100.0% | $21,502-100.0% |