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 LLC2+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $699,894 |
AON CONSULTING1 year Filed as: AON PLC Service code 49 · EIN 22-2232264 | Other Services | $667,817 |
Filed as: SILCHESTER Service code 28 · EIN 36-7045783 | Investment Management | $560,006 |
NISA INVESTMENT ADVISORS, LLC2+ years Service code 28 · EIN 48-1140940 | Investment Management | $433,520 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: J.P. MORGAN Service code 28 · EIN 13-6038770 | Investment Management | $426,075 |
GOLDEN CAPITAL MANAGEMENT2+ years Service code 28 · EIN 56-2210064 | Investment Management | $396,817 |
Service code 28 · EIN 04-6566648 | Investment Management | $320,123 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK N.A. Service code 25 · EIN 94-1347393 | Directed Trustee | $195,121 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $69,556 |
XEROX CORPORATION2+ years Filed as: ACS HR SOLUTIONS, LLP Service code 15 · EIN 20-2185976 | Recordkeeping | $61,204 |
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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 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | 7.61% | 6.04%+1.6pp | 5.44%+2.2pp | 9.19%-1.6pp |
| Employer contribution / active EE | $0 | $12,925-100.0% | $25,481-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |