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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TOWERS WATSON DELEWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $2,000,317 |
BUCK GLOBAL, LLC1 year Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $307,678 |
Filed as: MELLON GSS Service code 19 · EIN 13-5160382 | Securities Custodian | $296,395 |
ALSTON & BIRD LLP1 year Filed as: ALSTON & BIRD Service code 29 · EIN 58-0137651 | Legal | $283,610 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $235,077 |
JOHNSON LAMBERT LLP1 year Filed as: JOHNSON LAMBERT & CO. LLP Service code 10 · EIN 52-1446779 | Accounting | $63,000 |
Service code 10 · EIN 13-4008324 | Accounting | $53,054 |
Filed as: ROGERS CASEY INC Service code 49 · EIN 03-0393028 | Other Services | $40,000 |
AYCO1 year Filed as: THE AYCO COMPANY, L.P. Service code 28 · EIN 33-1187432 | Investment Management | $39,121 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $57,821-100.0% | $110,523-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 47.6%-47.6pp | 5.5%-5.5pp |
| Annual return | -2.56% | 5.86%-8.4pp | 1.69%-4.3pp | 5.86%-8.4pp |
| Employer contribution / active EE | $0 | $10,137-100.0% | $24,295-100.0% | $10,137-100.0% |
| Participant deferral / active EE | $0 | $492-100.0% | $1,031-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $1,392-100.0% | $387-100.0% |