Filed November 9, 2005 (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 LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $447,004 |
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON INVESTMENT SVC INC. Service code 17 · EIN 52-1868818 | Pension Consulting | $255,991 |
NORTHERN TRUST COMPANY1 year Service code 49 · EIN 36-1561860 | Other Services | $106,293 |
Service code 11 · EIN 13-3689044 | Actuarial | $53,558 |
STATE STREET GLOBAL ADVISORS2 years Service code 18 · EIN 81-4017137 | Other services; Custodial (securities... | $14,770 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 39-0859910 | Accounting | $13,775 |
BLACKROCK1 year Filed as: BLACKROCK INST. TRUST COMPANY N.A Service code 21 · EIN 94-3112180 | Bank Trustee | $12,998 |
Service code 29 · EIN 41-0244008 | Legal | $12,400 |
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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 | $13,363-100.0% | $80,293-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 5.6%-5.6pp | 2.2%-2.2pp |
| Annual return | 7.14% | 9.87%-2.7pp | 15.31%-8.2pp | 9.11%-2.0pp |
| Employer contribution / active EE | $0 | $9,738-100.0% | $28,686-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $126-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $456-100.0% | $125-100.0% |