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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LEGAL & GENERAL INVESTMENT3+ years Filed as: LEGAL AND GENERAL INVESTMENT MGMT Service code 28 · EIN 20-8058531 | Investment Management | $650,663 |
AON CONSULTING3+ years Filed as: AON HEWITT Service code 11 4 OVERLOOK POINT · LINCOLNSHIRE, IL 60039 | Actuarial | $132,915 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON PENNSYLVANIA INC. Service code 11 · EIN 23-1159360 | Actuarial | $69,428 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $57,110 |
KPMG LLP1 year Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $23,800 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant 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 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 11.71% | 15.82%-4.1pp | 16.78%-5.1pp | 17.84%-6.1pp |
| Employer contribution / active EE | $4,477 | $19,885-77.5% | $26,328-83.0% | $14,688-69.5% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |