Filed March 14, 2006 (most recent of 6 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: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $360,756 |
KEYBANK NATIONAL ASSOCIATION4+ years Filed as: KEYBANK INSTITUTIONAL ASSET SERVICE Service code 21 · EIN 34-1789961 | Bank Trustee | $22,878 |
MALONEY & NOVOTNY LLC4+ years Filed as: MALONEY & NOVOTNY, LLC. Service code 10 · EIN 34-0677006 | Accounting | $18,093 |
Filed as: GREAT LAKES INTEGRATED Service code 36 · EIN 34-0858735 | Participant communication; Copying an... | $11,852 |
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Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
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 | $56,828-100.0% | $476,019-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 10.9%-10.9pp | 5.3%-5.3pp | 46.4%-46.4pp |
| Annual return | -88.81% | -0.75%-88.1pp | 4.36%-93.2pp | -82.67%-6.1pp |
| Employer contribution / active EE | $0 | $45,586-100.0% | $27,383-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $51-100.0% | $75-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $6,727-100.0% | $14,020-100.0% | $11,204-100.0% |