Filed June 29, 2007 (most recent of 2 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 |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,702,954 |
EVERCORE TRUST COMPANY1+ years Service code 27 · EIN 26-4691954 | Advisory (Plan) | $90,000 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 27 · EIN 52-1868818 | Advisory (Plan) | $86,667 |
SEYFARTH SHAW LLP1+ years Service code 29 · EIN 36-2152202 | Legal | $72,461 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,507 | $111,064-30.2% | $67,652+14.6% | $69,651+11.3% |
| Participation rate | 99.4% | 86.0%+13.4pp | 75.7%+23.8pp | 66.6%+32.9pp |
| Annual return | -2.57% | 2.77%-5.3pp | 6625.40%-6628.0pp | 53.77%-56.3pp |
| Employer contribution / active EE | $3,755 | $3,328+12.8% | $2,266+65.7% | $2,241+67.6% |
| Participant deferral / active EE | $4,532 | $6,396-29.1% | $3,560+27.3% | $3,635+24.7% |
| Admin fee / account holder | $62 | $72-14.1% | $4,821-98.7% | $63-2.4% |