Filed August 14, 2009
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 LLC5 years Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $1,958,180 |
Filed as: AGINCOURT CAPITAL MANAGEMENT LLC Service code 28 · EIN 54-1947440 | Investment Management | $181,711 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $144,938 |
VENABLE LLP6+ years Service code 29 · EIN 52-0517250 | Legal | $109,843 |
CAPFINANCIAL PARTNERS LLC5 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $25,511 |
RIVER AND MERCANTILE LLC1 year Filed as: RIVER AND MERCANTILE Service code 17 · EIN 04-3513306 | Pension Consulting | $16,500 |
FAW CASSON2 years Service code 10 · EIN 52-0619968 | Accounting | $15,500 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $1,185,213-100.0% | $411,083-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.8%-30.8pp | - |
| Annual return | 4.42% | 42.38%-38.0pp | 5.50%-1.1pp | - |
| Employer contribution / active EE | $0 | $19,943-100.0% | $28,518-100.0% | - |
| Participant deferral / active EE | $0 | $669-100.0% | $818-100.0% | - |
| Admin fee / account holder | $0 | $2,937-100.0% | $7,663-100.0% | - |