Filed October 18, 2004
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 Service code 11 · EIN 53-0181291 | Actuarial | $2,035,593 |
AON CONSULTING6+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 · EIN 27-2436452 | Investment Management | $1,197,228 |
THE BANK OF NEW YORK MELLON6+ years Service code 18 · EIN 13-5160382 | Custodial (securities); Direct paymen... | $748,409 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATE Service code 28 · EIN 20-0292745 | Investment Management | $298,477 |
KONICA1 year Filed as: KONICA MINOLTA BUSINESS Service code 99 · EIN 13-1921089 | Other Fees | $100,313 |
BDO USA, LLP2 years Service code 10 · EIN 13-5381590 | Accounting | $28,024 |
SEYFARTH SHAW LLP3 years Service code 29 · EIN 36-2152202 | Legal | $22,368 |
LPL FINANCIAL3 years Filed as: LPL HOLDINGS, INC. Service code 16 · EIN 04-3046611 | Consulting | $20,000 |
TROUTMAN SANDERS LLP5 years Filed as: PEPPER HAMILTON LLP Service code 16 · EIN 23-1433012 | Consulting | $9,531 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $8,161,284-100.0% | $2,066,441-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 0.6%-0.6pp |
| Annual return | 11.81% | 11.11%+0.7pp | 10.57%+1.2pp | 11.45%+0.4pp |
| Employer contribution / active EE | $0 | $4,670-100.0% | $18,335-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $103-100.0% | $5-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $34,116-100.0% | $8,713-100.0% | $15,480-100.0% |