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 LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $1,035,309 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET Service code 18 · EIN 04-1867445 | Trustee (bank, trust company, or simi... | $201,133 |
LOGAN CIRCLE PARTNERS, LP2 years Filed as: LOGAN CIRCLE PARTNERS Service code 28 · EIN 20-8262386 | Investment Management | $181,817 |
NISA INVESTMENT ADVISORS, LLC3+ years Service code 27 · EIN 48-1140940 | Advisory (Plan) | $145,268 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: SSGA Service code 28 · EIN 04-1867445 | Investment Management | $37,594 |
CLIFTONLARSONALLEN LLP3+ years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $18,150 |
Employer contribution per participant 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 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 14.67% | 15.82%-1.2pp | 16.78%-2.1pp | 17.84%-3.2pp |
| Employer contribution / active EE | $4,221 | $19,885-78.8% | $26,328-84.0% | $14,688-71.3% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |