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 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 |
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 |
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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 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 | $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% |