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 LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $656,550 |
NORTHERN TRUST COMPANY3 years Service code 21 · EIN 36-1561860 | Bank Trustee | $82,055 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $32,334 |
Filed as: LEGAL & GENERAL INV. MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $17,432 |
HOLLAND & KNIGHT9+ years Filed as: HOLLAND & HART, LLP Service code 29 · EIN 84-0382505 | Legal | $14,776 |
ALVAREZ & MARSAL TAXAND, LLC2 years Filed as: ALVAREZ & MARSAL TAX, LLC Service code 16 · EIN 56-2409465 | Consulting | $8,355 |
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 DUPLICATE PAYMENT FROM THE PLAN TO A SERVICE PROVIDER | — | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $182,032-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.2%-2.2pp |
| Annual return | 6.74% | 10.30%-3.6pp | 7.69%-1.0pp | 9.11%-2.4pp |
| Employer contribution / active EE | $7,338 | $9,006-18.5% | $28,501-74.3% | $12,231-40.0% |
| Participant deferral / active EE | $0 | $902-100.0% | $49-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $51,246-100.0% | $125-100.0% |