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 LLC4 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0187291 | Actuarial | $851,165 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: J.P. MORGAN ASSET MANAGEMENT Service code 28 270 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $180,794 |
LEE CPA AUDIT GROUP7+ years Filed as: LEE MUNDER CAPITAL Service code 28 · EIN 27-0282607 | Investment Management | $120,413 |
INTECH INVESTMENT MANAGEMENT LLC7+ years Filed as: INTECH INVESTMENT MANAGEMENT Service code 28 ONE PALMER SQUARE · PRINCETON, NJ 08542 | Investment Management | $112,005 |
RVK, INC.2 years Filed as: R.V. KUHNS & ASSOCIATES, INC. Service code 21 · EIN 93-0910652 | Bank Trustee | $105,347 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $84,744 |
LSV ASSET MANAGEMENT2 years Service code 28 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $73,588 |
ERNST & YOUNG LLP1 year Service code 10 · EIN 34-6565596 | Accounting | $55,425 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $51,874 |
Filed as: ANTHONY BATTLES LAW FIRM, P.A. Service code 29 · EIN 81-4959793 | Legal | $51,153 |
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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 | $204,024-100.0% | $454,052-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 18.4%-18.4pp | 3.7%-3.7pp |
| Annual return | 11.07% | 12.07%-1.0pp | 8.95%+2.1pp | 15.63%-4.6pp |
| Employer contribution / active EE | $0 | $9,481-100.0% | $46,559-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $19,831-100.0% | $429-100.0% |