Filed April 29, 1994 (most recent of 2 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 LLC1+ years Filed as: TOWERS WATSON INC. Service code 11 · EIN 23-1159360 | Actuarial | $264,343 |
AQR GROUP OFFSHORE FUND1+ years Service code 28 · EIN 98-1032119 | Investment Management | $131,200 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $130,466 |
FRANKLIN TEMPLETON1+ years Filed as: FRANKLIN TEMPLETON INVESTMENTS Service code 28 · EIN 13-2670991 | Investment Management | $124,844 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY INVESTMENT MGMT Service code 28 · EIN 13-3040307 | Investment Management | $123,007 |
NEPC, LLC1+ years Service code 28 · EIN 26-1429809 | Investment Management | $100,162 |
RHUMBLINE ADVISORS1+ years Service code 28 · EIN 04-3118582 | Investment Management | $74,863 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK, NA Service code 21 · EIN 94-1347393 | Bank Trustee | $65,219 |
STATE STREET GLOBAL ADVISORS1+ years Service code 28 · EIN 04-1867445 | Investment Management | $56,716 |
XEROX CORPORATION1+ years Filed as: XEROX HR SOLUTIONS Service code 11 · EIN 20-2185976 | Actuarial | $36,808 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $10,105-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 11.1%-11.1pp | 0.8%-0.8pp |
| Annual return | -2.91% | -1.64%-1.3pp | 16.23%-19.1pp | -0.60%-2.3pp |
| Employer contribution / active EE | $5 | $19,166-100.0% | $17,605-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $604-100.0% | $237-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $11-100.0% | $717-100.0% |