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 LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $2,456,470 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $148,472 |
ALSTON & BIRD LLP3 years Filed as: ALSTON & BIRD Service code 29 · EIN 58-0137651 | Legal | $135,468 |
JOHNSON LAMBERT LLP3 years Filed as: JOHNSON LAMBERT & CO. LLP Service code 10 · EIN 52-1446779 | Accounting | $74,100 |
THE SEGAL COMPANY2 years 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 | $110,792-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 58.3%-58.3pp | 0.0%0pp |
| Annual return | -2.71% | 73.13%-75.8pp | -0.33%-2.4pp | 73.13%-75.8pp |
| Employer contribution / active EE | $0 | $8,421-100.0% | $25,782-100.0% | $8,421-100.0% |
| Participant deferral / active EE | $0 | $293-100.0% | $928-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $1,824-100.0% | - |