Filed July 10, 2002 (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 LLC5+ years Filed as: TOWERS WATSON PENNSYLVANIA INC Service code 11 · EIN 23-1159360 | Actuarial | $936,785 |
Service code 28 · EIN 48-1140940 | Investment Management | $526,054 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK AND TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $88,843 |
CAPFINANCIAL PARTNERS LLC5+ years Filed as: CAPTRUST Service code 28 · EIN 26-0058143 | Investment Management | $60,607 |
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $13,312 |
Filed as: STATE STREET GLOBAL ADVISOR TRUST Service code 19 · EIN 81-4017137 | Securities Custodian | $8,130 |
INSURANCE ANALYSTS1 year Service code 23 · EIN 59-1693844 | Insurance services | $7,500 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $254,542-100.0% | - | $254,542-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 47.3%-47.3pp |
| Annual return | 14.06% | 7.94%+6.1pp | 12.90%+1.2pp | 12.16%+1.9pp |
| Employer contribution / active EE | $0 | $93,175-100.0% | $53,929-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $0 | $78-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $17,640-100.0% | - | $17,640-100.0% |