Filed September 23, 2009 (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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $437,645 |
MERCER4 years Filed as: MERCER (US), INC. Service code 28 · EIN 13-2834414 | Investment Management | $437,207 |
THE BANK OF NEW YORK MELLON4 years Service code 21 · EIN 13-5160382 | Bank Trustee | $121,035 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $20,320 |
THE BERWYN GROUP1 year Filed as: BERWYN GROUP Service code 15 2 SUMMIT PARK DRIVE - SUITE 610 · INDEPENDENCE, OH 44131 | Recordkeeping | $8,272 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | - | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -23.65% | -17.19%-6.5pp | 179.55%-203.2pp | 2.78%-26.4pp |
| Employer contribution / active EE | $25,277 | $23,110+9.4% | $24,917+1.4% | $15,276+65.5% |
| Participant deferral / active EE | $0 | $550-100.0% | $463-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | - | $1,015-100.0% |