Filed July 20, 2012 (most recent of 3 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 |
|---|---|---|
AON CONSULTING6+ years Service code 13 · EIN 22-2232264 | Contract Administrator | $109,892 |
Filed as: SILCHESTER INTERNATIONAL Service code 28 · EIN 36-7045783 | Investment Management | $104,198 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO,NA Service code 21 · EIN 45-3056700 | Bank Trustee | $77,428 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $38,276 |
CARDINAL INVESTMENT ADVISORS6+ years Filed as: CARDINAL INVESTMENT ADVISORS LLC Service code 28 · EIN 36-4464580 | Investment Management | $20,000 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $17,300 |
TOBACCO FREE INTL VALUE2 years Service code 28 · EIN 36-7243326 | Investment Management | $11,168 |
NEUBERGER BERMAN6+ years Service code 28 · EIN 13-5221910 | Investment Management | $5,920 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 19.3%-19.3pp | 0.6%-0.6pp |
| Annual return | 12.04% | 9.58%+2.5pp | 9.52%+2.5pp | 11.45%+0.6pp |
| Employer contribution / active EE | $0 | $21,155-100.0% | $41,951-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |