Filed December 4, 2006
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 LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $1,439,008 |
Filed as: VANTAGE CORP Service code 28 · EIN 54-1333680 | Investment Management | $337,500 |
PGIM INVESTMENTS2 years Filed as: PGIM, INC Service code 28 · EIN 22-2540245 | Investment Management | $316,998 |
NORTHERN TRUST COMPANY2 years Service code 21 · EIN 36-1561860 | Bank Trustee | $287,510 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 27 · EIN 48-1140940 | Advisory (Plan) | $160,000 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $25,250 |
HOLLAND & KNIGHT1 year Filed as: HOLLAND & HART LLP Service code 29 · EIN 84-0382505 | Legal | $21,768 |
Service code 17 · EIN 94-2856521 | Pension Consulting | $20,428 |
Filed as: ALPHAENGINE GLOBAL INVESTMENT SOLUT Service code 28 · EIN 61-1527582 | Investment Management | $16,548 |
Service code 11 · EIN 13-4008324 | Actuarial | $15,000 |
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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.
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 | $377,855-100.0% | $375,279-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 38.5%-38.5pp | 36.7%-36.7pp | 37.6%-37.6pp |
| Annual return | -27.02% | 9.93%-37.0pp | 9.78%-36.8pp | 9.30%-36.3pp |
| Employer contribution / active EE | $0 | $49,425-100.0% | $46,889-100.0% | $43,750-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $72-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $4,392-100.0% | $5,665-100.0% | $12,596-100.0% |