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 LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $581,572 |
WELLS FARGO BANK, N.A.2+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $91,936 |
DIMEO SCHNEIDER & ASSOCIATES LLC2+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 17 500 W. MADISON ST. SUITE 1700 · CHICAGO, IL 60661 | Pension Consulting | $46,241 |
VEDDER PRICE2+ years Filed as: VEDDER, PRICE, KAUFMAN & KAMMHOLZ Service code 29 · EIN 36-2216929 | Legal | $35,896 |
CROWE LLP2+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $33,760 |
INCOME RESEARCH & MANAGEMENT2+ years Service code 28 100 FEDERAL STREET, 30TH FLOOR · BOSTON, MA 02110 | Investment Management | $27,366 |
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $18,842 |
Filed as: LEGAL AND GENERAL Service code 18 · EIN 35-7085469 | Non-monetary compensation; Custodial ... | $8,319 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $233,564-100.0% | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | - |
| Annual return | 6.69% | 28.83%-22.1pp | 16.78%-10.1pp | - |
| Employer contribution / active EE | $3,296 | $15,177-78.3% | $26,328-87.5% | - |
| Participant deferral / active EE | $0 | $0 | $97-100.0% | - |
| Admin fee / account holder | $0 | $24,504-100.0% | $20,893-100.0% | - |