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 LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $489,511 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $145,367 |
MONTICELLO ASSOCIATES5 years Service code 27 1800 LARIMER ST · DENVER, CO 80202 | Advisory (Plan) | $116,324 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 36-2668272 | Advisory (Plan) | $54,269 |
GJC CPA'S & ADVISORS2 years Service code 10 · EIN 38-2029668 | Accounting | $31,650 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 12 · EIN 22-1211670 | Direct payment from the plan; Claims ... | $12,250 |
Service code 49 · EIN 38-2420378 | Other Services | $5,021 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $247,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 0.0%0pp |
| Annual return | 12.04% | 33.11%-21.1pp | 32.33%-20.3pp | 33.11%-21.1pp |
| Employer contribution / active EE | $7,549 | $9,000-16.1% | $33,964-77.8% | $9,000-16.1% |
| Participant deferral / active EE | $0 | $680-100.0% | $43-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $10,141-100.0% | - |