Filed October 26, 2007 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $547,721 |
WILLIS TOWERS WATSON US LLC9+ years Filed as: TOWERS WATSON INVESTMENT SVC INC Service code 28 · EIN 52-1868818 | Investment Management | $458,946 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $282,788 |
STRATEGIC BENEFIT ADVISORS2 years Filed as: STRATEGIC BENEFITS ADVISORS Service code 17 · EIN 03-0415817 | Pension Consulting | $158,341 |
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $144,963 |
CONN GENEVA AND ROBINSON1 year Filed as: TE CONN CORP SCANNING PROJ Service code 36 1050 WESTLAKES DRIVE · BERWYN, PA 19312 | Copying and duplicating; Direct payme... | $67,238 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $25,410 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $23,466 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 12.15% | 7.96%+4.2pp | 5.04%+7.1pp | 8.76%+3.4pp |
| Employer contribution / active EE | $33,831 | $15,125+123.7% | $26,454+27.9% | $16,664+103.0% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |