Filed March 6, 2005
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 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $271,503 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $255,796 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE ASSOCIATES INC Service code 28 · EIN 52-1309931 | Investment Management | $224,777 |
HUNTINGTON NATIONAL BANK2+ years Filed as: HUNTINGTON BANK Service code 21 41 SOUTH HIGH STREET · COLUMBUS, OH 43215 | Bank Trustee | $84,138 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $82,500 |
GBQ PARTNERS2+ years Service code 10 · EIN 20-2122306 | Accounting | $15,550 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 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 | $44,091-100.0% | $256,121-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 4.5%-4.5pp |
| Annual return | 9.34% | 11.20%-1.9pp | 9.60%-0.3pp | 13.95%-4.6pp |
| Employer contribution / active EE | $0 | $27,489-100.0% | $45,595-100.0% | $16,598-100.0% |
| Participant deferral / active EE | $0 | $372-100.0% | $255-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $9,523-100.0% | $612-100.0% |