Filed July 6, 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.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC8+ years Filed as: TOWER WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $1,349,408 |
BLACKROCK3 years Service code 27 40 EAST, 52ND STREET · NEW YORK, NY 10022 | Advisory (Plan) | $988,237 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST Service code 25 · EIN 36-1561860 | Directed Trustee | $433,676 |
IRON MOUNTAIN1 year Service code 27 ONE FEDERAL STREET · BOSTON, MA 02110 | Advisory (Plan) | $69,809 |
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.
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 | $3,299,877-100.0% | $80,293-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.3%-2.3pp |
| Annual return | 1.29% | 20.09%-18.8pp | 15.31%-14.0pp | 37.77%-36.5pp |
| Employer contribution / active EE | $0 | $15,382-100.0% | $28,686-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $17-100.0% | $126-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $456-100.0% | $9,287-100.0% |