Filed December 17, 2001
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.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $1,563,964 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $174,624 |
STATE STREET GLOBAL ADVISORS2+ years Service code 28 · EIN 04-1867445 | Investment Management | $99,519 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO, N.A. Service code 21 150 FAYETTVILLE STREET MALL · RALEIGH, NC 27601 | Bank Trustee | $62,269 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON CAPITAL MANAGMENT Service code 28 · EIN 25-6078093 | Investment Management | $35,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,289-100.0% | $219,466-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 4.2%-4.2pp |
| Annual return | 5.23% | 5.72%-0.5pp | 5.00%+0.2pp | 10.64%-5.4pp |
| Employer contribution / active EE | $1,290 | $7,055-81.7% | $35,918-96.4% | $11,561-88.8% |
| Participant deferral / active EE | $0 | $269-100.0% | $75-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $13,204-100.0% | $312-100.0% |