Filed September 19, 2013 (most recent of 3 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 LLC2+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $174,308 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $54,935 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON INVESTMENT SERVICE IN Service code 11 · EIN 52-1868818 | Actuarial | $54,250 |
NISA INVESTMENT ADVISORS, LLC2+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 27 · EIN 48-1140940 | Advisory (Plan) | $37,736 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 27 · EIN 22-2189568 | Advisory (Plan) | $30,754 |
CROWE LLP2+ years Filed as: CROWE HORWATH LLC Service code 10 · EIN 35-0921680 | Accounting | $22,550 |
LOOMIS SAYLES2+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 27 · EIN 04-3200030 | Advisory (Plan) | $21,372 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $12,979 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST CO. Service code 18 · EIN 04-1867445 | Custodial (other than securities); So... | $12,031 |
ACTION LETTER2+ years Service code 49 · EIN 06-1180707 | Other Services | $5,678 |
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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 | $32,487-100.0% | $115,507-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 38.4%-38.4pp | 42.8%-42.8pp | 1.8%-1.8pp |
| Annual return | 8.59% | 5.83%+2.8pp | 4.07%+4.5pp | 7.18%+1.4pp |
| Employer contribution / active EE | $0 | $11,683-100.0% | $45,149-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $900-100.0% | $92-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $479-100.0% | $203,571-100.0% | $362-100.0% |