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 LLC6+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $457,652 |
LEGAL & GENERAL INVESTMENT6+ years Filed as: LEGAL & GENERAL INVEST MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $135,689 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $47,596 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE & TOUCHE Service code 10 · EIN 13-3891517 | Accounting | $43,876 |
Filed as: PRINCIPAL GLOBAL ADVISORS Service code 28 · EIN 42-1479618 | Investment Management | $31,635 |
WILLIAM BLAIR6+ years Service code 28 · EIN 47-2614791 | Investment Management | $30,377 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON FD Service code 28 · EIN 04-6913417 | Investment Management | $28,719 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-2540245 | Investment Management | $28,550 |
BROOKFIELD3 years Service code 28 · EIN 46-7425989 | Investment Management | $25,976 |
PIMCO FUNDS6+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $24,840 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $2,822,362-100.0% | $1,964,387-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.3%-14.3pp | 0.6%-0.6pp |
| Annual return | 7.72% | 7.54%+0.2pp | 21681.50%-21673.8pp | 11.45%-3.7pp |
| Employer contribution / active EE | $0 | $16,158-100.0% | $87,430-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $79-100.0% | $70-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $3,693-100.0% | $15,480-100.0% |