Filed December 15, 2014 (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 23-1159360 | Actuarial | $2,937,334 |
K&L GATES5 years Filed as: K&L GATES LLP Service code 29 1 LINCOLN ST · BOSTON, MA 02111 | Legal | $149,276 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $70,000 |
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 | $349,454-100.0% | $250,061-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 46.9%-46.9pp | 46.0%-46.0pp | 43.7%-43.7pp |
| Annual return | 1.14% | 7.41%-6.3pp | 7.82%-6.7pp | 13.05%-11.9pp |
| Employer contribution / active EE | $0 | $40,226-100.0% | $31,823-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $170-100.0% | $365-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $31,499-100.0% | $18,503-100.0% | $31,365-100.0% |