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 LLC3 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $2,265,828 |
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $266,877 |
ALSTON & BIRD LLP4 years Filed as: ALSTON & BIRD Service code 29 · EIN 58-0137651 | Legal | $220,734 |
JOHNSON LAMBERT LLP4 years Filed as: JOHNSON LAMBERT & CO. LLP Service code 10 · EIN 52-1446779 | Accounting | $69,000 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 49 · EIN 23-1945930 | Other Services | $40,000 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 17 · EIN 26-0516431 | Pension Consulting | $27,500 |
RIVER AND MERCANTILE LLC1 year Filed as: RIVER AND MERCANTILE SOLUTIONS Service code 17 · EIN 04-3513306 | Pension Consulting | $17,500 |
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 | $143,222-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.6%-57.6pp | 0.0%0pp |
| Annual return | 23.21% | 1023.85%-1000.6pp | 8.97%+14.2pp | 1023.85%-1000.6pp |
| Employer contribution / active EE | $0 | $11,605-100.0% | $37,026-100.0% | $11,605-100.0% |
| Participant deferral / active EE | $0 | $275-100.0% | $1,023-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $2,546-100.0% | - |