Filed February 10, 2009 (most recent of 3 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 TOWER WASTON Service code 11 · EIN 41-2003732 | Actuarial | $306,817 |
Filed as: FIDELITY INVEST INSTITUTIONAL Service code 13 · EIN 04-2647786 | Contract Administrator | $158,286 |
THE BANK OF NEW YORK MELLON3 years Filed as: U.S BANK Service code 21 · EIN 31-0841368 | Bank Trustee | $42,757 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $765,066-100.0% | $765,066-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 3.4%-3.4pp | 3.7%-3.7pp |
| Annual return | 11.69% | 10.14%+1.5pp | 8.31%+3.4pp | 15.63%-3.9pp |
| Employer contribution / active EE | $14,954 | $16,339-8.5% | $21,002-28.8% | $11,476+30.3% |
| Participant deferral / active EE | $0 | $401-100.0% | $224-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $724-100.0% | $724-100.0% | $429-100.0% |