Filed March 20, 2008 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5+ years Filed as: WATSON WYATT WORLDWIDE Service code 11 · EIN 53-0181291 | Actuarial | $2,025,114 |
KENNEDY CAPITAL MANAGEMENT5+ years Service code 28 · EIN 43-1225960 | Investment Management | $277,070 |
Filed as: SILVERCREST Service code 28 · EIN 45-5146560 | Investment Management | $163,101 |
CORTINA3 years Service code 28 · EIN 56-2450074 | Investment Management | $156,448 |
Filed as: METROPOLITAN WEST Service code 28 · EIN 95-3703295 | Investment Management | $119,622 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK N.A. Service code 21 · EIN 41-0451159 | Bank Trustee | $73,661 |
MERCER3 years Filed as: PAVILION Service code 10 · EIN 04-3831795 | Accounting | $41,250 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 23.02% | 34.64%-11.6pp | 20.73%+2.3pp | 21.83%+1.2pp |
| Employer contribution / active EE | $4,188 | $7,654-45.3% | $36,503-88.5% | $12,237-65.8% |
| Participant deferral / active EE | $0 | $693-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |