Filed November 9, 2005 (most recent of 3 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $230,631 |
BRIGGS AND MORGAN2+ years Service code 15 · EIN 41-0954702 | Recordkeeping | $74,677 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $65,408 |
PRIME, BUCHHOLZ & ASSOCIATES2+ years Filed as: PRIME BUCHHOLZ & ASSCOIATES, INC. Service code 28 · EIN 02-0426421 | Investment Management | $40,000 |
THE BANK OF NEW YORK MELLON2+ years Filed as: U.S. BANK, N.A. Service code 21 · EIN 31-0841368 | Bank Trustee | $29,539 |
KPMG LLP2+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $25,000 |
Filed as: HEARTWOOD FORESTLAND ADVISORS Service code 28 · EIN 86-1123845 | Investment Management | $14,389 |
GOLDMAN SACHS2+ years Service code 28 · EIN 13-3575636 | Investment Management | $5,222 |
LANDMARK EQUITY ADVISORS LLC2+ years Filed as: LANDMARK EQUITY ADVISORS, LLC Service code 28 · EIN 06-1519082 | Investment Management | $0 |
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 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 | $49,677-100.0% | $111,575-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 3.6%-3.6pp |
| Annual return | 6.78% | 4.01%+2.8pp | 18.87%-12.1pp | 11.88%-5.1pp |
| Employer contribution / active EE | $0 | $9,840-100.0% | $19,828-100.0% | $14,612-100.0% |
| Participant deferral / active EE | $0 | $19-100.0% | $68-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $262-100.0% | $637-100.0% |