Filed February 17, 2014 (most recent of 2 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 LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $275,247 |
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $80,083 |
PRICEWATERHOUSECOOPERS LLP7+ years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $42,712 |
AETNA LIFE INSURANCE COMPANY3 years Service code 13 · EIN 06-6033492 | Contract Administrator | $21,193 |
STATE STREET GLOBAL ADVISORS7+ years Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $15,262 |
Service code 15 · EIN 31-1582098 | Recordkeeping | $13,656 |
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Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $531,693-100.0% | $94,285-100.0% | $531,693-100.0% |
| Participation rate | 0.0% | 85.7%-85.7pp | 93.1%-93.1pp | 85.7%-85.7pp |
| Annual return | -92.65% | -13.27%-79.4pp | -24.54%-68.1pp | -13.27%-79.4pp |
| Employer contribution / active EE | $0 | $26,843-100.0% | $4,545-100.0% | $26,843-100.0% |
| Participant deferral / active EE | $0 | $7,797-100.0% | $5,340-100.0% | $7,797-100.0% |
| Admin fee / account holder | $0 | $75,116-100.0% | $1,383-100.0% | $75,116-100.0% |