Filed September 15, 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 LLC5+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $1,967,609 |
PIMCO FUNDS5+ years Filed as: PIMCO Service code 28 · EIN 23-0629048 | Investment Management | $1,293,676 |
NORTHERN TRUST COMPANY5+ years Service code 20 · EIN 36-1561860 | Trustee (individual); Direct payment ... | $266,207 |
Filed as: GUGGENHEIM PARTNERS INVESTMENT MGT Service code 28 · EIN 80-0644053 | Investment Management | $155,274 |
WINSTON & STRAWN LLP2 years Filed as: WINSTON AND STRAWN Service code 29 · EIN 36-1975990 | Legal | $140,087 |
Filed as: FIDELITY INSTITUTIONAL OPERATIONS Service code 15 · EIN 04-3304255 | Recordkeeping | $132,807 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $129,518 |
Filed as: ADAMS ADDRESSING ASSOC FOR SERVICES Service code 15 39 FARANELLA DRIVE · EAST HANOVER, NJ 07936 | Recordkeeping | $45,976 |
USI CONSULTING GROUP2 years Filed as: BURKE GROUP, LLC Service code 17 · EIN 80-0688755 | Pension Consulting | $4,300 |
Service code 15 3600 SOUTH LAS VEGAS BOULEVARD · LAS VEGAS, NV 89109 | Recordkeeping | $1,008 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $0 | $428,620-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 17.57% | 1023.85%-1006.3pp | 20.73%-3.2pp | 1023.85%-1006.3pp |
| Employer contribution / active EE | $0 | $11,605-100.0% | $36,503-100.0% | $11,605-100.0% |
| Participant deferral / active EE | $0 | $275-100.0% | $77-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $7,495-100.0% | - |