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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK AND TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $84,257 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $54,156 |
Service code 29 · EIN 57-0215445 | Legal | $27,388 |
RCL ADVISORS4+ years Service code 27 · EIN 20-5867247 | Advisory (Plan) | $24,604 |
WISS & COMPANY, LLP4+ years Service code 10 · EIN 22-1732349 | Accounting | $16,500 |
DELAWARE INVESTMENTS1 year Filed as: MACQUARIE INVESTMENT MANAGEMENT Service code 27 · EIN 23-2859590 | Advisory (Plan) | $13,191 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET RETIREE SERVICES Service code 12 · EIN 04-3581074 | Claims processing; Recordkeeping and ... | $5,306 |
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Annual investment return 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 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 | $37,197-100.0% | $476,019-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 4.7%-4.7pp |
| Annual return | -7.11% | 13.30%-20.4pp | 4.36%-11.5pp | -0.69%-6.4pp |
| Employer contribution / active EE | $33,382 | $10,363+222.1% | $27,383+21.9% | $16,786+98.9% |
| Participant deferral / active EE | $0 | $246-100.0% | $75-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $14,020-100.0% | $124-100.0% |