Filed October 18, 2004 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $885,122 |
WESTERN ASSET MANAGEMENT COMPANY1+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 620 8TH AVENUE, 50TH FLOOR · NEW YORK, NY 10018 | Investment Management | $140,557 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST Service code 18 · EIN 04-1867445 | Trustee (bank, trust company, or simi... | $129,464 |
MERCER1+ years Filed as: MERCER INVESTMENTS LLC Service code 28 99 HIGH STREET · BOSTON, MA 02110 | Investment Management | $97,636 |
Service code 28 865 S FIGUEROA ST · LOS ANGELES, CA 90017 | Investment Management | $95,417 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 52-2211537 | Actuarial | $42,865 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,752 |
STATE STREET GLOBAL ADVISORS1+ years Service code 28 · EIN 81-4017137 | Investment Management | $27,685 |
Service code 13 · EIN 01-0233346 | Contract Administrator | $11,660 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 21 420 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Bank Trustee | $11,054 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $268,676-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 214.37% | 11.48%+202.9pp | -10.68%+225.0pp | 2.78%+211.6pp |
| Employer contribution / active EE | $255 | $5,632-95.5% | $48,995-99.5% | $15,276-98.3% |
| Participant deferral / active EE | $0 | $1,554-100.0% | $360-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $4,366-100.0% | $1,015-100.0% |