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 Service code 11 · EIN 53-0181291 | Actuarial | $1,016,295 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET Service code 18 · EIN 04-1867445 | Custodial (securities); Trustee (dire... | $181,616 |
WELLINGTON TRUST COMPANY2 years Service code 28 · EIN 04-6913417 | Investment Management | $62,541 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: SSGA Service code 28 · EIN 04-1867445 | Investment Management | $22,186 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL & GENERAL INV MGMT AMERICA Service code 28 · EIN 35-7085469 | Investment Management | $21,506 |
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 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 14.87% | 24.77%-9.9pp | -2.84%+17.7pp | 12.86%+2.0pp |
| Employer contribution / active EE | $4,225 | $13,270-68.2% | $33,329-87.3% | $13,687-69.1% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |