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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | Non-monetary compensation; Custodial ... | $18,842 |
Filed as: LEGAL AND GENERAL Service code 18 · EIN 35-7085469 | Non-monetary compensation; Custodial ... | $8,319 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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% | - |