Filed October 18, 2004 (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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON PENNSYLVANIA, INC. Service code 11 · EIN 23-1159360 | Actuarial | $832,330 |
Filed as: WINDMARK INVESTMENT PARTNERS Service code 17 · EIN 20-0929412 | Pension Consulting | $304,473 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $230,470 |
Service code 28 · EIN 48-1140940 | Investment Management | $208,201 |
BLACKROCK5+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $111,093 |
THE BANK OF NEW YORK MELLON5+ years Filed as: MELLON CAPITAL MANAGEMENT CORP. Service code 28 · EIN 25-1442864 | Investment Management | $77,730 |
SIERRA-CEDAR5+ years Service code 17 · EIN 58-2548193 | Pension Consulting | $22,700 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $10,830 |
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 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 | $341,093,897-100.0% | $50,635-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 0.0%0pp |
| Annual return | 18.36% | 53.17%-34.8pp | 18.06%+0.3pp | 21.83%-3.5pp |
| Employer contribution / active EE | $0 | $14,715-100.0% | $30,411-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $65-100.0% | $40-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,675-100.0% | $1,551,325-100.0% |