Filed January 31, 2005 (most recent of 7 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 LLC3 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0187291 | Actuarial | $1,043,768 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: J.P. MORGAN ASSET MANAGEMENT Service code 28 270 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $145,532 |
LEE CPA AUDIT GROUP6+ years Filed as: LEE MUNDER CAPITAL Service code 28 · EIN 27-0282607 | Investment Management | $121,698 |
Filed as: ANTHONY BATTLES LAW FIRM, P.A. Service code 29 · EIN 81-4959793 | Legal | $119,980 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $91,882 |
RVK, INC.1 year Filed as: R.V. KUHNS & ASSOCIATES, INC. Service code 27 · EIN 93-0910652 | Advisory (Plan) | $74,063 |
LSV ASSET MANAGEMENT1 year Service code 28 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $59,590 |
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $49,262 |
INTECH INVESTMENT MANAGEMENT LLC6+ years Filed as: INTECH INVESTMENT MANAGEMENT Service code 28 ONE PALMER SQUARE · PRINCETON, NJ 08542 | Investment Management | $44,407 |
Filed as: SS&C TECHNOLOGIES, INC. Service code 10 80 LAMBERTON ROAD · WINDSOR, CT 06095 | Accounting | $24,443 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 14.09% | 9.48%+4.6pp | 9.52%+4.6pp | 12.86%+1.2pp |
| Employer contribution / active EE | $2,302 | $12,808-82.0% | $41,951-94.5% | $13,687-83.2% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |