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 |
|---|---|---|
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $1,072,398 |
Filed as: LOGAN CIRCLE PARTNERS Service code 28 · EIN 20-8262386 | Investment Management | $181,781 |
NISA INVESTMENT ADVISORS, LLC2+ years Service code 27 · EIN 48-1140940 | Advisory (Plan) | $103,394 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET Service code 18 · EIN 04-1867445 | Custodial (other than securities); Cu... | $95,470 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: SSGA Service code 28 · EIN 04-1867445 | Investment Management | $28,567 |
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $17,850 |
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 | $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 | 7.14% | 6.04%+1.1pp | 5.44%+1.7pp | 9.19%-2.1pp |
| Employer contribution / active EE | $28,935 | $12,925+123.9% | $25,481+13.6% | $12,608+129.5% |
| 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% |