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.
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC8 years Filed as: WILLIS TOWERS WATSON INC. Service code 11 · EIN 53-0181291 | Actuarial | $282,034 |
Filed as: ABERDEEN EMERGING MARKETS SMALLER C Service code 28 · EIN 51-0368279 | Investment Management | $128,908 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY INVESTMENT MGMT. Service code 28 · EIN 13-3040307 | Investment Management | $112,313 |
NEPC, LLC9+ years Service code 28 · EIN 26-1429809 | Investment Management | $77,669 |
Filed as: LGIMA LONG DURATION Service code 28 · EIN 20-8058531 | Investment Management | $65,351 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 39-1101934 | Investment Management | $60,125 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 21 · EIN 39-1914946 | Bank Trustee | $56,468 |
AON CONSULTING1 year Filed as: AON INVESTMENT USA Service code 28 · EIN 36-3109431 | Investment Management | $55,147 |
Filed as: THE CLIFTON GROUP/ PARAMETRIC Service code 28 · EIN 20-0292745 | Investment Management | $40,710 |
COLEMAN & WILLIAMS, LTD.9+ years Service code 10 · EIN 39-1658905 7127 N. GREEN BAY AVE. · MILWAUKEE, WI 53209 | Accounting | $13,785 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $191,373-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 2.3%-2.3pp |
| Annual return | 10.37% | 9.42%+1.0pp | 8.46%+1.9pp | 37.77%-27.4pp |
| Employer contribution / active EE | $0 | $16,284-100.0% | $25,175-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $512-100.0% | $181-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $730-100.0% | $9,287-100.0% |