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 |
|---|---|---|
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $2,289,670 |
THE BANK OF NEW YORK MELLON2 years Filed as: MELLON GSS Service code 19 · EIN 13-5160382 | Securities Custodian | $263,838 |
ALSTON & BIRD LLP2 years Filed as: ALSTON & BIRD Service code 29 · EIN 58-0137651 | Legal | $262,327 |
Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $155,238 |
JOHNSON LAMBERT LLP2 years Filed as: JOHNSON LAMBERT & CO. LLP Service code 10 · EIN 52-1446779 | Accounting | $64,600 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 49 · EIN 23-1945930 | Other Services | $40,000 |
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 | $0 | $127,144-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 62.9%-62.9pp | 0.0%0pp |
| Annual return | 18.38% | 16.32%+2.1pp | 9.35%+9.0pp | 16.32%+2.1pp |
| Employer contribution / active EE | $0 | $12,766-100.0% | $25,504-100.0% | $12,766-100.0% |
| Participant deferral / active EE | $0 | $800-100.0% | $1,066-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $2,049-100.0% | - |