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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE, INC Service code 11 · EIN 53-0181291 | Actuarial | $44,279 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT CO. LLP Service code 28 · EIN 04-2683227 | Investment Management | $15,754 |
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $11,500 |
AON CONSULTING1 year Filed as: AON HEWITT ASSOCIATES LLC Service code 15 · EIN 36-2235791 | Recordkeeping | $8,219 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN LEWIS & BOCKIUS Service code 29 · EIN 23-0891050 | Legal | $7,865 |
Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 20-2830751 | Investment Management | $3,159 |
GLOBAL THEMATIC PARTNERS, LLC2+ years Service code 28 · EIN 27-2093087 | Investment Management | $2,771 |
DODGE & COX2+ years Service code 28 · EIN 94-1441976 | Investment Management | $1,233 |
BLACKROCK2+ years Service code 28 · EIN 94-3112180 | Investment Management | $569 |
Filed as: STATE STREET BANK & TRUST CO Service code 19 · EIN 04-1867445 | Securities Custodian | $61 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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.
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 | $149,104-100.0% | $144,462-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 33.7%-33.7pp | 11.7%-11.7pp | 45.9%-45.9pp |
| Annual return | 8.31% | 5.28%+3.0pp | 16.78%-8.5pp | 10.21%-1.9pp |
| Employer contribution / active EE | $134,765 | $35,590+278.7% | $26,328+411.9% | $42,272+218.8% |
| Participant deferral / active EE | $0 | $57-100.0% | $97-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $24,636-100.0% | $20,893-100.0% | $13,518-100.0% |