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.
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $710,925 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN CHASE & CO. Service code 27 · EIN 13-4994650 | Advisory (Plan) | $75,607 |
WELLS FARGO BANK, N.A.5+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $61,849 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $38,175 |
REED SMITH LLP1 year Service code 29 · EIN 25-0749630 | Legal | $18,196 |
BLACKROCK3 years Service code 27 40 EAST 52ND STREET · NEW YORK, NC 10022 | Advisory (Plan) | $17,732 |
LEGAL & GENERAL INVESTMENT4 years Filed as: LEGAL AND GENERAL Service code 18 · EIN 35-7085469 | Non-monetary compensation; Investment... | $17,618 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA CORPORATION Service code 15 · EIN 59-0906609 | Recordkeeping | $17,258 |
Filed as: FIFTH THIRD BANK Service code 21 · EIN 31-0854434 | Bank Trustee | $8,721 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 8.36% | 13.15%-4.8pp | -2.84%+11.2pp | 11.45%-3.1pp |
| Employer contribution / active EE | $8,912 | $23,714-62.4% | $33,329-73.3% | $17,219-48.2% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |