Filed January 30, 1991
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: WILLIS TOWERS WATSON, LLC Service code 11 · EIN 53-0181291 | Actuarial | $657,134 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 50 · EIN 52-1868818 | Direct Payment | $213,093 |
THE BANK OF NEW YORK MELLON7+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $124,304 |
CROWE LLP7+ years Service code 10 · EIN 35-0921680 | Accounting | $45,675 |
LEGAL & GENERAL INVESTMENT7+ years Filed as: LEGAL AND GENERAL INVESTMENT MGMT Service code 28 · EIN 20-8058531 | Investment Management | $28,254 |
Filed as: INCOME RESEARCH + MANAGEMENT Service code 28 · EIN 37-6567224 | Investment Management | $18,050 |
BLACKROCK1 year Service code 21 · EIN 45-1743707 | Bank Trustee | $12,900 |
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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 | $36,224-100.0% | $112,259-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 13.6%-13.6pp | 2.4%-2.4pp |
| Annual return | 3.90% | 7.94%-4.0pp | -0.21%+4.1pp | 7.94%-4.0pp |
| Employer contribution / active EE | $38,601 | $18,544+108.2% | $24,124+60.0% | $18,544+108.2% |
| Participant deferral / active EE | $0 | $1,093-100.0% | $350-100.0% | $1,093-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $5,412-100.0% | $200-100.0% |