Filed December 5, 2006 (most recent of 4 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 Service code 11 · EIN 53-0181291 | Actuarial | $603,468 |
MONTICELLO ASSOCIATES2 years Service code 27 1800 LARIMER ST · DENVER, CO 80202 | Advisory (Plan) | $326,312 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $325,102 |
GEORGE JOHNSON & COMPANY6+ years Service code 10 · EIN 38-2029668 | Accounting | $33,350 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 16.32% | 117.00%-100.7pp | 90.61%-74.3pp | 5230.06%-5213.7pp |
| Employer contribution / active EE | $11,097 | $5,915+87.6% | $32,730-66.1% | $10,491+5.8% |
| Participant deferral / active EE | $0 | $76-100.0% | $40-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |