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 LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $34,800 |
Filed as: FRANK M. VACCARO AND ASSOCIATES Service code 13 · EIN 23-2148108 | Contract Administrator | $16,174 |
COVINGTON & BURLING LLP3 years Filed as: COVINGTON AND BURLING LLP Service code 29 · EIN 53-0188411 | Legal | $15,759 |
THE MCKEOGH COMPANY1 year Filed as: MCKEOGH COMPANY Service code 11 · EIN 23-3003375 | Actuarial | $5,407 |
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 | — | — |
| Part 3 Non-exempt transaction | AMETEK, INC. | PLAN SPONSOR PLAN PAID LEGAL FEES THAT SHOULD HAVE BEEN PAID BY PLAN SPONSOR IN 2020. | — | — |
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 | $67,261-100.0% | $220,551-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 8.7%-8.7pp | 3.6%-3.6pp |
| Annual return | 10.42% | 8.91%+1.5pp | 7.32%+3.1pp | 11.84%-1.4pp |
| Employer contribution / active EE | $0 | $8,713-100.0% | $23,426-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $675-100.0% | $107-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $892-100.0% | $9,522-100.0% | $409-100.0% |