Filed January 29, 2003
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 LLC8 years Filed as: WILLIS TOWERS WATSON Service code 17 · EIN 53-0181291 | Pension Consulting | $2,012,057 |
NEPC, LLC9+ years Filed as: NEPC LLC Service code 17 · EIN 26-1429809 | Pension Consulting | $639,002 |
JPMORGAN INVEST HOLDINGS LLC9+ years Filed as: JP MORGAN CHASE BANK NA Service code 25 · EIN 13-4994650 | Directed Trustee | $311,711 |
ERNST & YOUNG LLP4 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $180,400 |
FISHER & PHILLIPS9+ years Service code 29 · EIN 58-0619559 | Legal | $171,646 |
TRIUMPH GROUP1 year Service code 14 · EIN 51-0347963 | Plan Administrator | $15,827 |
Filed as: INDEPENDENT INSURANCE ANALYSTS Service code 49 19 PROSPECT RIDGE · SIMSBURY, CT 06070 | Other Services | $7,500 |
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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 | $75,644-100.0% | $106,128-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.9%-11.9pp | 12.2%-12.2pp | 11.0%-11.0pp |
| Annual return | 20.66% | 7.25%+13.4pp | 5.04%+15.6pp | 8.21%+12.5pp |
| Employer contribution / active EE | $258,245 | $13,308+1840.5% | $26,454+876.2% | $13,841+1765.8% |
| Participant deferral / active EE | $0 | $61-100.0% | $78-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $16,625-100.0% | $1,652-100.0% |