Filed March 17, 2016
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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $308,257 |
FUND DIRECT ADVISORS1 year Filed as: FUND EVALUATION GROUP, LLC Service code 28 · EIN 01-0694771 | Investment Management | $96,693 |
STATE STREET GLOBAL ADVISORS2+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $70,917 |
ERNST & YOUNG LLP1 year Service code 10 · EIN 34-6565596 | Accounting | $36,400 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET RETIREE SERVICES Service code 21 · EIN 04-1867445 | Bank Trustee | $34,603 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 3.79% | 9.41%-5.6pp | 5.00%-1.2pp | 9.19%-5.4pp |
| Employer contribution / active EE | $1,366 | $8,353-83.7% | $35,918-96.2% | $12,608-89.2% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |