Filed March 1, 2005
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 LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $493,882 |
CNH AMERICA LLC8 years Service code 35 · EIN 39-1982756 | Direct payment from the plan; Employe... | $309,969 |
WILLIS TOWERS WATSON US LLC8 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 28 · EIN 52-1868818 | Investment Management | $257,324 |
Filed as: REINHART, BOERNER, VANDEUREN S.C Service code 29 · EIN 39-1126909 | Legal | $83,535 |
INCOME RESEARCH & MANAGEMENT6 years Filed as: IRM Service code 28 6735 CONROY ROAD, SUITE 305 · ORLANDO, FL 32835 | Investment Management | $61,209 |
STATE STREET GLOBAL ADVISORS6 years Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $58,564 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $42,119 |
BLACKROCK8 years Service code 21 · EIN 94-3112180 | Bank Trustee | $8,082 |
PENSION ASSURANCE LLP5 years Filed as: PENSION RESEARCH SERVICES Service code 49 900 LARKSPUR LANDING CIRCLE · LARKSPUR, CA 94939 | Other Services | $5,591 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 0.44% | 7.96%-7.5pp | 5.16%-4.7pp | 8.76%-8.3pp |
| Employer contribution / active EE | $0 | $15,125-100.0% | $26,446-100.0% | $16,650-100.0% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |