Filed May 10, 2006 (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.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $1,097,860 |
NORTHERN TRUST COMPANY2 years Service code 21 · EIN 36-1561860 | Bank Trustee | $801,816 |
ALVAREZ & MARSAL TAXAND, LLC2 years Service code 10 · EIN 56-2409465 | Accounting | $64,430 |
HOLLAND & KNIGHT7+ years Filed as: HOLLAND & HART, LLP Service code 29 · EIN 84-0382505 | Legal | $29,942 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $29,333 |
MERCER3 years Service code 11 · EIN 13-2834414 | Actuarial | $21,780 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
| Category | Counterparty | Relationship / Terms | Address | Amount |
|---|---|---|---|---|
| Part 3 Non-exempt transaction | WILLIS TOWERS WATSON US LLC | ACTUARY IMPROPER PAYMENT FROM THE PLAN TO A SERVICE PROVIDER FOR AN EXPENSE NOT RELATED TO THE PLAN. | — | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $220,551-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 3.7%-3.7pp |
| Annual return | 8.20% | 9.47%-1.3pp | 7.32%+0.9pp | 15.63%-7.4pp |
| Employer contribution / active EE | $24,323 | $9,065+168.3% | $23,426+3.8% | $11,476+111.9% |
| Participant deferral / active EE | $0 | $939-100.0% | $107-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $9,522-100.0% | $429-100.0% |