Filed December 5, 2013
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 LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $814,323 |
WILLIS TOWERS WATSON US LLC6 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 17 · EIN 52-1868818 | Pension Consulting | $384,608 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET Service code 18 · EIN 04-1867445 | Custodial (securities); Trustee (dire... | $57,271 |
WELLINGTON TRUST COMPANY6 years Service code 28 · EIN 04-2755549 | Investment Management | $51,744 |
GLOBAL TRUST COMPANY2 years Filed as: IR+M COLLECTIVE INVESTMENT TRUST Service code 21 · EIN 37-6567224 | Bank Trustee | $40,679 |
CLIFTONLARSONALLEN LLP10+ years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $24,097 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: SSGA Service code 28 · EIN 04-1867445 | Investment Management | $17,267 |
Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 28 · EIN 20-8058531 | Investment Management | $8,122 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -0.33% | 10.00%-10.3pp | 5.04%-5.4pp | 9.30%-9.6pp |
| Employer contribution / active EE | $0 | $10,331-100.0% | $26,454-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $802-100.0% | $78-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |