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 |
|---|---|---|
Filed as: NELSON MULLINS Service code 29 · EIN 57-0215445 | Legal | $14,780 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK AND TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $13,837 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $13,081 |
WISS & COMPANY, LLP2+ years Service code 10 · EIN 22-1732349 | Accounting | $11,900 |
Filed as: SOUTHEASTERN ASSET MANAGEMENT Service code 27 · EIN 62-0951781 | Advisory (Plan) | $6,772 |
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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 | $23,094-100.0% | $169,917-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 10.7%-10.7pp | 10.3%-10.3pp | 12.6%-12.6pp |
| Annual return | 5.76% | 4.80%+1.0pp | 7.98%-2.2pp | 4.56%+1.2pp |
| Employer contribution / active EE | $7,673 | $12,906-40.5% | $23,724-67.7% | $15,526-50.6% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $636-100.0% | $1,711-100.0% |