Filed December 2, 2011
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.
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST. OPERA Service code 27 · EIN 04-3532603 | Advisory (Plan) | $861,281 |
SEI INVESTMENTS1+ years Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $583,438 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $157,614 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $55,278 |
TROUTMAN SANDERS LLP1+ years Filed as: PEPPER HAMILTON LLP Service code 29 · EIN 23-1433012 | Legal | $33,202 |
Service code 23 · EIN 13-4206965 | Insurance services | $7,500 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $186,087-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.8%-37.8pp | 0.8%-0.8pp |
| Annual return | -1.31% | -3.68%+2.4pp | -2.13%+0.8pp | -0.60%-0.7pp |
| Employer contribution / active EE | $23,712 | $13,163+80.1% | $34,127-30.5% | $12,272+93.2% |
| Participant deferral / active EE | $0 | $47-100.0% | $131-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $941-100.0% | $717-100.0% |