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 LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $607,948 |
MONTICELLO ASSOCIATES4 years Service code 27 1800 LARIMER ST · DENVER, CO 80202 | Advisory (Plan) | $358,991 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $239,113 |
GJC CPA'S & ADVISORS1 year Service code 10 · EIN 38-2029668 | Accounting | $34,000 |
Annual investment return 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 | $267,477-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -22.27% | -14.80%-7.5pp | -38.86%+16.6pp | -14.80%-7.5pp |
| Employer contribution / active EE | $3,948 | $8,996-56.1% | $37,756-89.5% | $8,996-56.1% |
| Participant deferral / active EE | $0 | $455-100.0% | $16-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $16,942-100.0% | - |