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 LLC10+ years Filed as: WATSON WYATT WORLDWIDE Service code 11 · EIN 53-0181291 | Actuarial | $2,580,059 |
KENNEDY CAPITAL MANAGEMENT10+ years Service code 28 · EIN 43-1225960 | Investment Management | $397,027 |
Filed as: METROPOLITAN WEST Service code 28 · EIN 95-3703295 | Investment Management | $206,627 |
Filed as: PRINCIPAL Service code 28 · EIN 42-1520346 | Investment Management | $81,375 |
MERCER3 years Service code 10 · EIN 30-0282430 | Accounting | $45,076 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 13.80% | 5.48%+8.3pp | 9.82%+4.0pp | 9.30%+4.5pp |
| Employer contribution / active EE | $0 | $9,127-100.0% | $30,322-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |