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 |
|---|---|---|
CONNING, INC.1 year Service code 28 · EIN 43-1267103 | Investment Management | $266,379 |
Filed as: TAFT STETTINIUS & HOLLISTER Service code 29 111 WACKER AVENUE · CHICAGO, IL 60601 | Legal | $86,009 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $79,349 |
PRIME, BUCHHOLZ & ASSOCIATES2 years Filed as: PRIME, BUCHHOLZ AND ASSOCIATES, INC Service code 28 · EIN 02-0426421 | Investment Management | $50,904 |
BB&T2 years Service code 21 · EIN 56-0939887 | Bank Trustee | $41,232 |
KPMG LLP3 years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $26,400 |
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 | $409,661-100.0% | $2,066,441-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 1.7%-1.7pp |
| Annual return | 14.65% | 9.42%+5.2pp | 10.57%+4.1pp | 627.08%-612.4pp |
| Employer contribution / active EE | $0 | $11,814-100.0% | $18,335-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $5-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $8,713-100.0% | $1,923-100.0% |