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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS10+ years Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $237,454 |
PRICEWATERHOUSECOOPERS LLP6 years Service code 10 · EIN 13-4008324 | Accounting | $45,490 |
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $42,738 |
Filed as: CBIZ INC. Service code 15 · EIN 31-1582098 | Recordkeeping | $9,010 |
Filed as: PENSION BENEFIT INFORMATION LLC Service code 49 · EIN 82-4722389 | Other Services | $8,800 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $97,195-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 45.3%-45.3pp | 0.0%0pp |
| Annual return | 7.64% | 10.08%-2.4pp | 5.08%+2.6pp | 10.08%-2.4pp |
| Employer contribution / active EE | $5,193 | $15,414-66.3% | $21,287-75.6% | $15,414-66.3% |
| Participant deferral / active EE | $0 | $2,174-100.0% | $803-100.0% | $2,174-100.0% |
| Admin fee / account holder | $0 | $0 | $19,300-100.0% | - |