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 LLC3+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $1,389,344 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $163,650 |
STATE STREET GLOBAL ADVISORS3+ years Service code 28 · EIN 04-1867445 | Investment Management | $123,117 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO, N.A. Service code 21 150 FAYETTVILLE STREET MALL · RALEIGH, NC 27601 | Bank Trustee | $62,793 |
THE BANK OF NEW YORK MELLON3+ years Filed as: MELLON CAPITAL MANAGMENT Service code 28 · EIN 25-6078093 | Investment Management | $35,050 |
Annual investment return 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 | $14,491,905-100.0% | $198,173-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 5.3%-5.3pp |
| Annual return | 9.40% | 14.29%-4.9pp | 10.16%-0.8pp | 1057.21%-1047.8pp |
| Employer contribution / active EE | $3,587 | $6,552-45.2% | $33,192-89.2% | $14,374-75.0% |
| Participant deferral / active EE | $0 | $216-100.0% | $66-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $7,531-100.0% | $81,210-100.0% |