Filed June 18, 2010 (most recent of 4 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1+ years Service code 28 · EIN 23-1707341 | Investment Management | $455,047 |
Filed as: MERRILL LYNCH Service code 14 · EIN 13-5674085 | Plan Administrator | $131,609 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $32,981 |
GROOM LAW GROUP1+ years Filed as: GROOM LAW GROUP CHARTED Service code 29 · EIN 52-1219029 | Legal | $23,913 |
ERNST & YOUNG LLP1+ years Service code 10 · EIN 34-6565596 | Accounting | $23,750 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $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 | -2.81% | -0.09%-2.7pp | -0.81%-2.0pp | 1.67%-4.5pp |
| Employer contribution / active EE | $0 | $11,440-100.0% | $38,425-100.0% | $10,506-100.0% |
| 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% |