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 LLC7+ years Filed as: TOWERS WATSON PENNSYLVANIA, INC. Service code 11 · EIN 23-1159360 | Actuarial | $577,720 |
Service code 28 · EIN 48-1140940 | Investment Management | $496,608 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $367,021 |
Filed as: WINDMARK INVESTMENT PARTNERS Service code 17 · EIN 20-0929412 | Pension Consulting | $257,939 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $46,508 |
BLACKROCK7+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $38,757 |
THE BANK OF NEW YORK MELLON7+ years Filed as: MELLON CAPITAL MANAGEMENT CORP. Service code 28 · EIN 25-1442864 | Investment Management | $33,643 |
SIERRA-CEDAR7+ years Service code 17 · EIN 58-2548193 | Pension Consulting | $22,800 |
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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $54,060-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 3.7%-3.7pp |
| Annual return | -0.76% | 7.76%-8.5pp | 36.37%-37.1pp | 15.63%-16.4pp |
| Employer contribution / active EE | $0 | $10,188-100.0% | $37,223-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $0 | $524-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $568-100.0% | $429-100.0% |