Filed September 20, 2001 (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.
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $2,575,530 |
Filed as: SILCHESTER Service code 28 · EIN 36-7045783 | Investment Management | $567,713 |
NISA INVESTMENT ADVISORS, LLC1+ years Service code 28 · EIN 48-1140940 | Investment Management | $458,099 |
GOLDEN CAPITAL MANAGEMENT1+ years Service code 28 · EIN 56-2210064 | Investment Management | $405,454 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN Service code 28 · EIN 13-6038770 | Investment Management | $379,408 |
Service code 28 · EIN 04-6566648 | Investment Management | $358,902 |
XEROX CORPORATION1+ years Filed as: ACS HR SOLUTIONS, LLP Service code 15 · EIN 20-2185976 | Recordkeeping | $310,357 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK N.A. Service code 25 · EIN 94-1347393 | Directed Trustee | $203,122 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $135,061 |
BAKER & MCKENZIE LLP1+ years Filed as: BAKER AND MCKENZIE, LLP Service code 29 · EIN 36-2137456 | Legal | $89,859 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $4,666,522-100.0% | $522,682-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | 0.43% | -1.23%+1.7pp | -3.43%+3.9pp | 1.67%-1.2pp |
| Employer contribution / active EE | $0 | $11,541-100.0% | $25,607-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $1,138-100.0% | $77-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $88,742-100.0% | $13,511-100.0% | $66,276-100.0% |