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 LLC8+ years Filed as: WATSON WYATT WORLDWIDE Service code 11 · EIN 53-0181291 | Actuarial | $2,433,100 |
KENNEDY CAPITAL MANAGEMENT8+ years Service code 28 · EIN 43-1225960 | Investment Management | $452,689 |
Filed as: METROPOLITAN WEST Service code 28 · EIN 95-3703295 | Investment Management | $193,556 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO BANK N.A. Service code 21 · EIN 41-0451159 | Bank Trustee | $77,762 |
MERCER1 year Service code 10 · EIN 30-0282430 | Accounting | $69,988 |
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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 | $2,456,633-100.0% | $267,477-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 1.5%-1.5pp |
| Annual return | -16.39% | -2.41%-14.0pp | -38.86%+22.5pp | 23.41%-39.8pp |
| Employer contribution / active EE | $0 | $7,691-100.0% | $37,756-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |