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 COMPANY2+ years Service code 25 · EIN 91-1116938 | Directed Trustee | $1,325,979 |
Filed as: TOWERS WATSON PENNSYLVANIA, INC. Service code 11 · EIN 23-1159360 | Actuarial | $319,034 |
XEROX CORPORATION2+ years Service code 15 · EIN 16-0468020 | Recordkeeping | $145,563 |
BAKER & HOSTETLER LLP2+ years Filed as: BAKER & HOSTETLER Service code 29 · EIN 34-0082025 | Legal | $119,630 |
HIGHLAND CONSULTING ASSOCIATES2+ years Service code 17 · EIN 34-1753575 | Pension Consulting | $97,483 |
DELOITTE & TOUCHE LLP2+ years Service code 10 · EIN 13-3891517 | Accounting | $40,105 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $35,636-100.0% | $169,917-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 1.8%-1.8pp |
| Annual return | 7.46% | 7.17%+0.3pp | 7.98%-0.5pp | 7.18%+0.3pp |
| Employer contribution / active EE | $8,540 | $13,444-36.5% | $23,724-64.0% | $13,095-34.8% |
| Participant deferral / active EE | $0 | $228-100.0% | $53-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $636-100.0% | $362-100.0% |