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 LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $563,088 |
MONTICELLO ASSOCIATES3 years Service code 27 1800 LARIMER ST · DENVER, CO 80202 | Advisory (Plan) | $361,184 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $307,411 |
GEORGE JOHNSON & COMPANY7+ years Service code 10 · EIN 38-2029668 | Accounting | $33,350 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $227,282-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.0%0pp |
| Annual return | 10.96% | 45.95%-35.0pp | 10.75%+0.2pp | 19.39%-8.4pp |
| Employer contribution / active EE | $5,047 | $4,551+10.9% | $35,170-85.6% | $8,446-40.2% |
| Participant deferral / active EE | $0 | $8-100.0% | $82-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $4,611-100.0% | - |