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.
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 28 · EIN 52-1868818 | Investment Management | $1,124,860 |
PGIM INVESTMENTS3 years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 22-2540245 | Investment Management | $522,996 |
Service code 18 · EIN 81-4017137 | Custodial (other than securities); Cu... | $397,544 |
Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $387,894 |
Filed as: CONDUENT HUMAN RESOURCE SERVICES Service code 15 · EIN 20-2185976 | Recordkeeping | $288,636 |
CNH AMERICA LLC3 years Service code 35 · EIN 39-1982756 | Employee (plan sponsor); Direct payme... | $236,454 |
REINHARD, BOERNER, VANDEUREN S.C1 year Service code 29 · EIN 39-1126909 | Legal | $111,590 |
BLACKROCK3 years Service code 21 · EIN 94-3112180 | Bank Trustee | $97,857 |
Service code 11 · EIN 53-0181291 | Actuarial | $77,459 |
Filed as: IRM Service code 49 4901 VINELAND ROAD, STE 270 · ORLANDO, FL 32811 | Other Services | $49,125 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $682,094,093-100.0% | $133,543,011-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 9.62% | 22.40%-12.8pp | 29.77%-20.2pp | 21.83%-12.2pp |
| Employer contribution / active EE | $0 | $13,519-100.0% | $33,607-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $806-100.0% | $96-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $3,101,387-100.0% | $835,310-100.0% | $1,551,325-100.0% |