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 LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $1,233,817 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET Service code 21 · EIN 04-1867445 | Bank Trustee | $176,412 |
LOGAN CIRCLE PARTNERS, LP1+ years Filed as: LOGAN CIRLE PARTNERS Service code 28 · EIN 20-8262386 | Investment Management | $154,026 |
NISA INVESTMENT ADVISORS, LLC1+ years Service code 27 · EIN 48-1140940 | Advisory (Plan) | $111,526 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $46,259 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: SSGA Service code 28 · EIN 46-7109005 | Investment Management | $25,342 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $17,850 |
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.
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 | -4.61% | -1.23%-3.4pp | -3.43%-1.2pp | 1.67%-6.3pp |
| Employer contribution / active EE | $3,012 | $11,541-73.9% | $25,607-88.2% | $10,506-71.3% |
| 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% |