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 LLC8 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $2,827,550 |
ALSTON & BIRD LLP9 years Filed as: ALSTON & BIRD Service code 29 · EIN 58-0137615 | Legal | $519,771 |
THE BANK OF NEW YORK MELLON8 years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $282,970 |
JOHNSON LAMBERT LLP9 years Filed as: JOHNSON LAMBERT & CO. LLP Service code 10 · EIN 52-1446779 | Accounting | $81,600 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 49 · EIN 03-0393028 | Other Services | $40,000 |
AGILIS PARTNERS LLC1 year Filed as: AGILIS PARTNERS Service code 17 · EIN 04-3513306 | Pension Consulting | $23,000 |
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 | $0 | $250,061-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 18.08% | 8.48%+9.6pp | 7.82%+10.3pp | 8.48%+9.6pp |
| Employer contribution / active EE | $0 | $9,949-100.0% | $31,823-100.0% | $9,949-100.0% |
| Participant deferral / active EE | $0 | $734-100.0% | $365-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $18,503-100.0% | - |