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 LLC4+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $25,174 |
ERNST & YOUNG LLP2 years Filed as: ERNST AND YOUNG Service code 10 · EIN 34-6565596 | Accounting | $10,422 |
Filed as: FRANK M. VACCARO AND ASSOCIATES Service code 13 · EIN 23-2148108 | Contract Administrator | $5,140 |
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 | AMETEK, INC. | PLAN SPONSOR PLAN HAS BEEN ALLOCATED AND HAS PAID EXCESSIVE AUDIT FEES FROM THE TRUST OVER THE YEARS 2016 TO 2018 | — | — |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,549-100.0% | $157,466-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 11.9%-11.9pp | 4.7%-4.7pp |
| Annual return | -7.12% | -2.68%-4.4pp | 12.68%-19.8pp | -0.69%-6.4pp |
| Employer contribution / active EE | $0 | $18,045-100.0% | $22,860-100.0% | $16,786-100.0% |
| Participant deferral / active EE | $0 | $450-100.0% | $123-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $231-100.0% | $2,825-100.0% | $124-100.0% |