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 |
|---|---|---|
CNH AMERICA LLC7 years Service code 35 · EIN 39-1982756 | Employee (plan sponsor); Direct payme... | $861,552 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $477,156 |
WILLIS TOWERS WATSON US LLC7 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 28 · EIN 52-1868818 | Investment Management | $128,328 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $80,975 |
INCOME RESEARCH & MANAGEMENT5 years Filed as: IRM Service code 28 6735 CONROY ROAD, SUITE 305 · ORLANDO, FL 32835 | Investment Management | $53,992 |
Filed as: REINHART, BOERNER, VANDEUREN S.C Service code 29 · EIN 39-1126909 | Legal | $53,348 |
STATE STREET GLOBAL ADVISORS5 years Service code 18 · EIN 81-4017137 | Custodial (other than securities); In... | $17,609 |
BLACKROCK7 years Service code 21 · EIN 94-3112180 | Bank Trustee | $8,468 |
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 | $3,299,877-100.0% | $182,032-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.3%-2.3pp |
| Annual return | 4.49% | 8.00%-3.5pp | 7.69%-3.2pp | 37.77%-33.3pp |
| Employer contribution / active EE | $0 | $15,902-100.0% | $28,501-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $476-100.0% | $49-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $51,246-100.0% | $9,287-100.0% |