Filed March 8, 1991
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.
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $940,363 |
Service code 50 900 SALEM STREET · SMITHFIELD, RI 02917 | Direct Payment | $637,619 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $256,124 |
WALTER SCOTT & PARTNERS LIMITED3+ years Service code 28 · EIN 98-0465834 | Investment Management | $248,542 |
BAILLIE GIFFORD OVERSEAS LTD3+ years Filed as: BAILLIE GIFFORD OVERSEAS LIMITED Service code 28 · EIN 22-3438530 | Investment Management | $243,496 |
ERNST & YOUNG LLP3+ years Filed as: ERNST AND YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $202,695 |
Service code 29 · EIN 04-3638035 | Legal | $187,582 |
WASATCH ADVISORS3+ years Service code 28 · EIN 87-0319391 | Investment Management | $113,757 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: NEWSOUTH CAPITAL MANAGEMENT, INC. Service code 28 · EIN 62-1237220 | Investment Management | $71,137 |
BLACKROCK3+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $36,421 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 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 | $21,578,776-100.0% | $261,924-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | 0.0%0pp |
| Annual return | -38.87% | 33.37%-72.2pp | -2.99%-35.9pp | 33.37%-72.2pp |
| Employer contribution / active EE | $258 | $11,253-97.7% | $41,623-99.4% | $11,253-97.7% |
| Participant deferral / active EE | $0 | $819-100.0% | $35-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $38,841-100.0% | $99,113-100.0% |