Filed July 11, 2005 (most recent of 4 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 |
|---|---|---|
LEGAL & GENERAL INVESTMENT1+ years Filed as: LEGAL AND GENERAL INVESTMENT MGMT Service code 28 · EIN 20-8058531 | Investment Management | $1,050,323 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 11 4 OVERLOOK POINT · LINCOLNSHIRE, IL 60039 | Actuarial | $142,726 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON PENNSYLVANIA INC. Service code 11 · EIN 23-1159360 | Actuarial | $97,848 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $74,811 |
KPMG LLP1+ years Service code 10 · EIN 13-5565207 | Accounting | $45,100 |
Filed as: FIDELITY INVESTMENTS Service code 15 PO BOX 73307 · CHICAGO, IL 606737307 | Recordkeeping | $5,812 |
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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.
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 | $4,666,522-100.0% | $522,682-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | -9.71% | -1.23%-8.5pp | -3.43%-6.3pp | 1.67%-11.4pp |
| Employer contribution / active EE | $19,091 | $11,541+65.4% | $25,607-25.4% | $10,506+81.7% |
| Participant deferral / active EE | $0 | $1,138-100.0% | $77-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $88,742-100.0% | $13,511-100.0% | $66,276-100.0% |