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 LLC5 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $419,055 |
CEDAR ROCK7+ years Service code 28 · EIN 04-3239412 | Investment Management | $319,465 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $70,000 |
COHNREZNICK LLP2 years Filed as: COHNREZNICK Service code 10 · EIN 22-1478099 | Accounting | $41,200 |
ACADIAN ASSET MANAGEMENT LLC7+ years Filed as: ACADIAN EMERGING MARKETS EQUITY FND Service code 28 · EIN 20-0166430 | Investment Management | $35,697 |
K&L GATES2 years Filed as: K&L GATES LLP Service code 29 1 LINCOLN ST · BOSTON, MA 02111 | Legal | $5,663 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $97,450-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 41.9%-41.9pp | 0.7%-0.7pp |
| Annual return | 9.63% | 13.24%-3.6pp | 10.56%-0.9pp | 13.24%-3.6pp |
| Employer contribution / active EE | $0 | $14,616-100.0% | $28,542-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $830-100.0% | $484-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $1,464-100.0% | $4,137-100.0% |