Filed October 6, 2005 (most recent of 2 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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC4+ years Filed as: WILLIS TOWERS WATSON Service code 18 · EIN 53-0181291 | Custodial (other than securities) | $336,532 |
Filed as: CONDUENT Service code 65 · EIN 81-2983623 | Account Maintenance | $301,825 |
DELOITTE & TOUCHE LLP4+ years Service code 10 · EIN 13-3891517 | Accounting | $69,682 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON FD Service code 28 · EIN 04-6913417 | Investment Management | $42,359 |
WILLIAM BLAIR4+ years Service code 28 · EIN 36-2214610 | Investment Management | $42,259 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-2540245 | Investment Management | $35,632 |
PIMCO FUNDS4+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $34,774 |
MONDRIAN INVESTMENT GROUP4+ years Filed as: MONDRIAN Service code 28 · EIN 56-2475915 | Investment Management | $34,455 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 28 · EIN 42-1479618 | Investment Management | $31,322 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: SSGA GLOBAL Service code 28 · EIN 04-1867445 | Investment Management | $29,091 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $18,026,966-100.0% | $311,837-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 1.8%-1.8pp |
| Annual return | -4.38% | -4.35%0pp | 4677.09%-4681.5pp | 0.19%-4.6pp |
| Employer contribution / active EE | $12,089 | $11,736+3.0% | $49,501-75.6% | $13,763-12.2% |
| Participant deferral / active EE | $0 | $0 | $312-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | - | $426-100.0% |