Filed January 13, 2015
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON INC. Service code 11 · EIN 53-0181291 | Actuarial | $159,478 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY INVESTMENT MGMT. Service code 28 · EIN 13-3040307 | Investment Management | $148,377 |
AQR GROUP OFFSHORE FUND5+ years Service code 28 · EIN 98-1032119 | Investment Management | $109,677 |
NEPC, LLC5+ years Service code 28 · EIN 26-1429809 | Investment Management | $101,962 |
WELLINGTON TRUST COMPANY5+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $64,606 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 39-1101934 | Investment Management | $63,981 |
FRANKLIN TEMPLETON5+ years Filed as: FRANKLIN TEMPLETON INVESTMENTS Service code 28 · EIN 13-2670991 | Investment Management | $61,458 |
LEGAL & GENERAL INVESTMENT4 years Filed as: LGIMA Service code 28 · EIN 20-8058531 | Investment Management | $60,540 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK, NA Service code 21 · EIN 94-1347393 | Bank Trustee | $59,682 |
Filed as: CONDUENT HUMAN RESOURCE SERVICE Service code 11 · EIN 20-2185976 | Actuarial | $56,262 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,370,408-100.0% | - | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 1.2%-1.2pp |
| Annual return | 19.73% | 20.56%-0.8pp | 13.45%+6.3pp | 53.27%-33.5pp |
| Employer contribution / active EE | $7,360 | $25,506-71.1% | $26,057-71.8% | $14,774-50.2% |
| Participant deferral / active EE | $0 | $645-100.0% | $181-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | - | $13,289-100.0% |