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.
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC7+ years Filed as: WATSON WYATT WORLDWIDE Service code 11 · EIN 53-0181291 | Actuarial | $2,435,840 |
KENNEDY CAPITAL MANAGEMENT7+ years Service code 28 · EIN 43-1225960 | Investment Management | $425,782 |
Filed as: METROPOLITAN WEST Service code 28 · EIN 95-3703295 | Investment Management | $213,116 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO BANK N.A. Service code 21 · EIN 41-0451159 | Bank Trustee | $82,455 |
MERCER5 years Filed as: PAVILION Service code 10 · EIN 04-3831795 | Accounting | $41,250 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 14.94% | 35.98%-21.0pp | 10.75%+4.2pp | 15.63%-0.7pp |
| Employer contribution / active EE | $5,084 | $8,396-39.5% | $35,170-85.5% | $11,476-55.7% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |