Filed October 15, 2002
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 LLC2+ years Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $537,669 |
DIMEO SCHNEIDER & ASSOCIATES LLC2+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $103,372 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $68,234 |
Filed as: JB INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 61-1550321 | Investment Management | $60,952 |
VEDDER PRICE1 year Filed as: VEDDER PRICE PC Service code 29 222 N LA SALLE STREET · CHICAGO, IL 60601 | Legal | $27,658 |
PIETZSCH, BONNETT & WOMACK, P.A.2+ years Service code 29 3101 NORTH CENTRAL AVENUE · PHOENIX, AZ 85012 | Legal | $21,225 |
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS LLC Service code 11 · EIN 13-3954297 | Actuarial | $7,297 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $350,496-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 0.0%0pp |
| Annual return | 5.09% | 12.17%-7.1pp | 12.88%-7.8pp | 17.84%-12.8pp |
| Employer contribution / active EE | $6,020 | $11,298-46.7% | $40,010-85.0% | $14,688-59.0% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,226-100.0% | - |