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 LLC6 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $1,866,210 |
ALSTON & BIRD LLP7 years Filed as: ALSTON & BIRD Service code 29 · EIN 58-0137615 | Legal | $314,775 |
THE BANK OF NEW YORK MELLON6 years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $216,581 |
JOHNSON LAMBERT LLP7 years Filed as: JOHNSON LAMBERT & CO. LLP Service code 10 · EIN 52-1446779 | Accounting | $73,450 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 49 · EIN 03-0393028 | Other Services | $50,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $56,546-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 50.6%-50.6pp | 1.5%-1.5pp |
| Annual return | -23.60% | 23.41%-47.0pp | -11.22%-12.4pp | 23.41%-47.0pp |
| Employer contribution / active EE | $0 | $12,650-100.0% | $32,882-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $579-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,473-100.0% | $14,884-100.0% |