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 LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $64,713 |
Service code 28 · EIN 20-4196445 | Investment Management | $34,230 |
SLC MANAGEMENT1 year Filed as: SLC CAPITAL MANAGEMENT Service code 28 · EIN 68-0635051 | Investment Management | $33,851 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK AND TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $33,041 |
Filed as: GRANAHAN Service code 27 · EIN 04-2856200 | Advisory (Plan) | $28,865 |
RCL ADVISORS6+ years Service code 27 · EIN 20-5867247 | Advisory (Plan) | $23,312 |
WISS & COMPANY, LLP6+ years Service code 10 · EIN 22-1732349 | Accounting | $15,462 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $15,095 |
Service code 29 · EIN 57-0215445 | Legal | $15,050 |
DELAWARE INVESTMENTS3 years Filed as: MACQUARIE INVESTMENT MANAGEMENT Service code 27 · EIN 23-2859590 | Advisory (Plan) | $12,386 |
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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 | $409,661-100.0% | $91,826-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 1.7%-1.7pp |
| Annual return | 11.79% | 20.91%-9.1pp | 793.01%-781.2pp | 627.08%-615.3pp |
| Employer contribution / active EE | $5,810 | $11,580-49.8% | $27,004-78.5% | $18,824-69.1% |
| Participant deferral / active EE | $0 | $179-100.0% | $154-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $4,239-100.0% | $1,923-100.0% |