Filed July 5, 2005
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS PERRIN Service code 11 · EIN 23-1159360 | Actuarial | $175,232 |
IRIDIAN ASSET MANAGEMENT, LLC1+ years Filed as: IRIDIAN ASSET MANAGEMENT Service code 28 · EIN 06-1439557 | Investment Management | $116,293 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $60,174 |
AON CONSULTING1+ years Filed as: AON HEWITT INVESTMENT CONSULTING IN Service code 28 · EIN 36-3109431 | Investment Management | $60,000 |
PRIMECAP ODYSSEY FUNDS1+ years Filed as: PRIMECAP MANAGEMENT COMPANY Service code 52 C/O U.S. BANCORP FUND SERVICES, LLC · MILWAUKEE, WI 532010701 | Indirect Investment Fees | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 9.78% | 9.41%+0.4pp | 5.00%+4.8pp | 9.19%+0.6pp |
| Employer contribution / active EE | $10,132 | $8,353+21.3% | $35,918-71.8% | $12,608-19.6% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |