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: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $1,689,130 |
LOGAN CIRCLE PARTNERS, LP3 years Filed as: LOGAN CIRCLE PARTNERS Service code 28 · EIN 20-8262386 | Investment Management | $177,115 |
NISA INVESTMENT ADVISORS, LLC4+ years Service code 27 · EIN 48-1140940 | Advisory (Plan) | $151,136 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET Service code 18 · EIN 04-1867445 | Custodial (other than securities); Cu... | $125,812 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: SSGA Service code 28 · EIN 04-1867445 | Investment Management | $23,646 |
CLIFTONLARSONALLEN LLP4+ years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $18,850 |
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 | $21,578,776-100.0% | $157,466-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | -4.82% | 201.32%-206.1pp | 12.68%-17.5pp | 33.37%-38.2pp |
| Employer contribution / active EE | $3,484 | $10,877-68.0% | $22,860-84.8% | $11,253-69.0% |
| Participant deferral / active EE | $0 | $658-100.0% | $123-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,825-100.0% | $99,113-100.0% |