Filed March 18, 2003
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 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $304,846 |
NORTHERN TRUST COMPANY4 years Service code 18 · EIN 36-2723087 | Other services; Shareholder servicing... | $97,760 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $64,803 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN, LEWIS & BOCKIUS Service code 29 · EIN 23-0891050 | Legal | $34,472 |
UNITED FORMS FINISHING1 year Filed as: UNITED FORMS FINISHING CORP Service code 49 · EIN 22-2378813 1413 CHESTNUT AVENUE · HILLSIDE, NJ 07205 | Other Services | $7,364 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Form 5500 reported that benefits due were not provided when due.
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 | $13,363-100.0% | $247,553-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 50.4%-50.4pp | 2.2%-2.2pp |
| Annual return | 13.16% | 9.71%+3.5pp | 32.33%-19.2pp | 9.11%+4.1pp |
| Employer contribution / active EE | $0 | $7,317-100.0% | $33,964-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $946-100.0% | $43-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,141-100.0% | $125-100.0% |