Filed April 11, 2011 (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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 12 · EIN 04-3022712 | Trustee (bank, trust company, or simi... | $832,764 |
RUSSELL TRUST COMPANY1+ years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 91-1175091 | Investment Management | $796,764 |
NISA INVESTMENT ADVISORS, LLC1+ years Filed as: NISA Service code 28 · EIN 48-1140940 | Investment Management | $538,805 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $151,855 |
PICKETT, CHANEY & MCMULLEN LLP1+ years Filed as: PICKET, CHANEY & MCMULLEN LLP Service code 10 · EIN 48-1246310 | Accounting | $12,750 |
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $19,623-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.8%-0.8pp |
| Annual return | -3.74% | -2.01%-1.7pp | -0.97%-2.8pp | -0.60%-3.1pp |
| Employer contribution / active EE | $2,928 | $11,144-73.7% | $22,441-87.0% | $12,272-76.1% |
| Participant deferral / active EE | $0 | $792-100.0% | $183-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $2,730-100.0% | $717-100.0% |