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.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,630,923 |
EVERCORE TRUST COMPANY2+ years Service code 27 · EIN 26-4691954 | Advisory (Plan) | $90,000 |
Filed as: TOWERS WATSON INVEST SRVCS INC. Service code 27 · EIN 52-1868818 | Advisory (Plan) | $86,667 |
SEYFARTH SHAW LLP2+ years Service code 29 · EIN 36-2152202 | Legal | $66,785 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,102 | $126,925-34.5% | $74,184+12.0% | $329,111-74.7% |
| Participation rate | 98.9% | 87.5%+11.4pp | 76.6%+22.3pp | 67.9%+31.0pp |
| Annual return | 9.85% | 10.67%-0.8pp | 17.74%-7.9pp | 16.35%-6.5pp |
| Employer contribution / active EE | $3,814 | $3,536+7.9% | $2,370+60.9% | $2,303+65.6% |
| Participant deferral / active EE | $4,623 | $6,619-30.2% | $3,550+30.2% | $3,682+25.6% |
| Admin fee / account holder | $57 | $64-9.9% | $5,586-99.0% | $754-92.4% |