Filed March 29, 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 LLC7 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $684,974 |
Filed as: FIFTH THIRD BANK Service code 21 · EIN 31-0854434 | Bank Trustee | $69,923 |
CROWE LLP7 years Service code 10 · EIN 35-0921680 | Accounting | $35,425 |
BLACKROCK7 years Service code 28 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Investment Management | $5,835 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 15.51% | 7.96%+7.6pp | 5.04%+10.5pp | 8.76%+6.8pp |
| Employer contribution / active EE | $9,840 | $15,125-34.9% | $26,454-62.8% | $16,664-41.0% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |