Filed October 18, 2004 (most recent of 4 filings on file)
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 LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $693,249 |
Filed as: LEGAL & GENERAL INVT MGT AMERICA Service code 27 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Advisory (Plan) | $60,596 |
DWS FUNDS1 year Filed as: RREEF AMERICA REIT II, INC. Service code 27 2405 YORK ROAD · LUTHERVILLE TIMONIUM, MD 21093 | Advisory (Plan) | $28,923 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 21 · EIN 42-1466678 | Bank Trustee | $25,126 |
Service code 23 17 AUGUST RD · SIMSBURY, CT 06070 | Insurance services; Direct payment fr... | $7,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $258,723-100.0% | $247,553-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 61.8%-61.8pp | 50.4%-50.4pp | 55.8%-55.8pp |
| Annual return | -4.39% | 34.49%-38.9pp | 32.33%-36.7pp | 24.44%-28.8pp |
| Employer contribution / active EE | $0 | $36,004-100.0% | $33,964-100.0% | $41,356-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,641-100.0% | $10,141-100.0% | $22,013-100.0% |