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.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $567,409 |
CNH AMERICA LLC5 years Service code 35 · EIN 39-1982756 | Employee (plan sponsor); Direct payme... | $286,764 |
STATE STREET GLOBAL ADVISORS3 years Service code 18 · EIN 81-4017137 | Custodial (other than securities); In... | $283,857 |
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 28 · EIN 52-1868818 | Investment Management | $264,583 |
BLACKROCK5 years Service code 21 · EIN 94-3112180 | Bank Trustee | $85,975 |
Filed as: REINHART, BOERNER, VANDEUREN S.C Service code 29 · EIN 39-1126909 | Legal | $42,015 |
Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $22,012 |
ERNST & YOUNG LLP5 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $15,400 |
PENSION ASSURANCE LLP2 years Filed as: PENSION RESEARCH SERVICES Service code 49 900 LARKSPUR LANDING CIRCLE · LARKSPUR, CA 94939 | Other Services | $8,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,472,696-100.0% | $220,551-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.7%-0.7pp |
| Annual return | 0.60% | 8.91%-8.3pp | 7.32%-6.7pp | 13.24%-12.6pp |
| Employer contribution / active EE | $0 | $13,306-100.0% | $23,426-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $563-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $9,522-100.0% | $4,137-100.0% |