Filed July 9, 1997
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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $105,114 |
FRANK M. VACCARO & ASSOCIATES10+ years Filed as: FRANK M. VACCARO AND ASSOCIATES Service code 13 · EIN 23-2148108 | Contract Administrator | $104,656 |
Service code 29 · EIN 41-0244008 | Legal | $19,601 |
THE MCKEOGH COMPANY2 years Service code 11 · EIN 23-3003375 | Actuarial | $17,159 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
| Category | Counterparty | Relationship / Terms | Address | Amount |
|---|---|---|---|---|
| Part 3 Non-exempt transaction | THE BANK OF NEW YORK MELLON | PLAN TRUSTEE PLAN TRUSTEE PAID THE PENSION PLAN'S BENEFIT PAYMENTS FOR NOV.2023 FROM THIS PLAN'S ASSETS | — | $116K |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $116,289-100.0% | $106,128-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 17.5%-17.5pp | 12.2%-12.2pp | 43.7%-43.7pp |
| Annual return | 6.90% | 3.31%+3.6pp | 5.04%+1.9pp | 13.05%-6.1pp |
| Employer contribution / active EE | $647 | $33,999-98.1% | $26,454-97.6% | $37,664-98.3% |
| Participant deferral / active EE | $0 | $42-100.0% | $78-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $31,365-100.0% |