Filed February 7, 2011 (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.
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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY4+ years Service code 25 · EIN 91-1116938 | Directed Trustee | $1,227,560 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $444,830 |
BAKER & HOSTETLER LLP4+ years Filed as: BAKER & HOSTETLER Service code 29 · EIN 34-0082025 | Legal | $217,567 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT INC. Service code 15 · EIN 81-2983623 | Recordkeeping | $78,146 |
HIGHLAND CONSULTING ASSOCIATES4+ years Service code 17 · EIN 34-1753575 | Pension Consulting | $76,671 |
Filed as: CASSADY SCHILLER CPAS AND ADVISORS Service code 10 · EIN 31-1311065 | Accounting | $21,918 |
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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.
Plan reported a final filing / termination within the last year.
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 | $56,828-100.0% | $476,019-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 10.9%-10.9pp | 5.3%-5.3pp | 46.4%-46.4pp |
| Annual return | -86.47% | -0.75%-85.7pp | 4.36%-90.8pp | -82.67%-3.8pp |
| Employer contribution / active EE | $0 | $45,586-100.0% | $27,383-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $51-100.0% | $75-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $6,727-100.0% | $14,020-100.0% | $11,204-100.0% |