Filed October 18, 2004
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 Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $181,911 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK AND TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $48,595 |
WISS & COMPANY, LLP3+ years Service code 10 · EIN 22-1732349 | Accounting | $25,600 |
RCL ADVISORS3+ years Service code 27 · EIN 20-5867247 | Advisory (Plan) | $23,417 |
Service code 29 · EIN 57-0215445 | Legal | $21,773 |
Filed as: SOUTHEASTERN ASSET MANAGEMENT Service code 27 · EIN 62-0951781 | Advisory (Plan) | $21,063 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET RETIREE SERVICES Service code 12 · EIN 04-3581074 | Claims processing; Contract Administr... | $15,007 |
SOUTHERN SUN ASSET MANAGEMENT3+ years Filed as: SOUTHERN SUN ASSET MGMT LLC Service code 27 · EIN 27-2990431 | Advisory (Plan) | $14,919 |
DELAWARE INVESTMENTS1 year Filed as: MACQUARIE INVESTMENT MANAGEMENT ADV Service code 27 · EIN 23-2859590 | Advisory (Plan) | $11,755 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $44,091-100.0% | $180,484-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 4.5%-4.5pp |
| Annual return | 13.69% | 18.28%-4.6pp | 10.53%+3.2pp | 13.95%-0.3pp |
| Employer contribution / active EE | $69,881 | $11,746+495.0% | $29,360+138.0% | $16,598+321.0% |
| Participant deferral / active EE | $0 | $174-100.0% | $54-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $1,273-100.0% | $612-100.0% |