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 LLC1+ years Service code 11 · EIN 53-0181291 | Actuarial | $287,275 |
SLC MANAGEMENT1+ years Filed as: SLC CAPITAL MANAGEMENT Service code 28 · EIN 68-0635051 | Investment Management | $267,567 |
Filed as: GRANAHAN INVESTMENT MANAGEMENT, INC Service code 27 · EIN 04-2856200 | Advisory (Plan) | $167,368 |
FIDUCIARY INVESTMENT ADVISORS1+ years Service code 27 · EIN 20-4751585 | Advisory (Plan) | $136,021 |
SHAPIRO CAPITAL MANAGEMENT LLC1+ years Service code 28 · EIN 20-4196445 | Investment Management | $108,126 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $107,662 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $91,790 |
WISS & COMPANY, LLP1+ years Service code 10 · EIN 22-1732349 | Accounting | $60,000 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS CORROON Service code 23 · EIN 13-2695427 | Insurance services; Direct payment fr... | $38,337 |
OGLETREE DEAKINS1+ years Service code 29 · EIN 57-1044820 | Legal | $8,014 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $54,060-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 0.7%-0.7pp |
| Annual return | 43.46% | 11.91%+31.5pp | 36.37%+7.1pp | 13.24%+30.2pp |
| Employer contribution / active EE | $0 | $16,637-100.0% | $37,223-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $12-100.0% | $524-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $568-100.0% | $4,137-100.0% |