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 LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $357,255 |
KEYBANK NATIONAL ASSOCIATION1+ years Filed as: KEYBANK INSTITUTIONAL ASSET SERVICE Service code 21 · EIN 34-1789961 | Bank Trustee | $29,134 |
MALONEY & NOVOTNY LLC1+ years Filed as: MALONEY & NOVOTNY, LLC. Service code 10 · EIN 34-0677006 | Accounting | $18,230 |
THE BERWYN GROUP1+ years Service code 49 · EIN 34-1672337 | Other Services | $6,811 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $14,096,330-100.0% | $96,302-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.0%0pp |
| Annual return | 1.22% | 0.61%+0.6pp | -2.90%+4.1pp | 1.67%-0.5pp |
| Employer contribution / active EE | $14,274 | $9,133+56.3% | $27,990-49.0% | $10,506+35.9% |
| Participant deferral / active EE | $0 | $146-100.0% | $137-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $519-100.0% | $66,276-100.0% |