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 LLC9+ years Filed as: TOWERS WATSON PENNSYLVANIA, INC. Service code 11 · EIN 23-1159360 | Actuarial | $496,589 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $242,364 |
Service code 28 · EIN 48-1140940 | Investment Management | $225,538 |
Filed as: WINDMARK INVESTMENT PARTNERS Service code 17 · EIN 20-0929412 | Pension Consulting | $179,011 |
CROWE LLP6 years Service code 10 · EIN 34-0921680 | Accounting | $35,540 |
BLACKROCK9+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $11,341 |
THE BANK OF NEW YORK MELLON9+ years Filed as: MELLON CAPITAL MANAGEMENT CORP. Service code 28 · EIN 25-1442864 | Investment Management | $10,106 |
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 | $3,299,877-100.0% | $80,293-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.3%-2.3pp |
| Annual return | 6.62% | 20.09%-13.5pp | 15.31%-8.7pp | 37.77%-31.1pp |
| Employer contribution / active EE | $32,931 | $15,382+114.1% | $28,686+14.8% | $15,798+108.4% |
| Participant deferral / active EE | $0 | $17-100.0% | $126-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $456-100.0% | $9,287-100.0% |