Filed February 4, 2006 (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.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $165,083 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 13 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Contract Administrator | $51,025 |
THOMPSON HINE1+ years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 127 PUBLIC SQUARE · CLEVELAND, OH 44114 | Legal | $18,170 |
UNITED MAIL1+ years Filed as: UNITED MAIL LLC Service code 36 · EIN 61-1359442 4110 BISHOP LANE · LOUSIVILLE, KY 40218 | Participant communication; Copying an... | $15,393 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
| Category | Counterparty | Relationship / Terms | Address | Amount |
|---|---|---|---|---|
| Part 3 Non-exempt transaction | FIFTH THIRD BANK | AFFILILATE OF PLAN SPONSOR FAILURE TO CREDIT REVENUE SHARING BACK TO TRUST. FULL CORRECTION IN APRIL 2015. 5330 FILED WITH IRS | — | — |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | -2.99% | -0.09%-2.9pp | -0.81%-2.2pp | 1.67%-4.7pp |
| Employer contribution / active EE | $10,184 | $11,440-11.0% | $38,425-73.5% | $10,506-3.1% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |