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 LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $873,849 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET Service code 18 · EIN 04-1867445 | Custodial (other than securities); Tr... | $352,370 |
WELLINGTON TRUST COMPANY3 years Service code 28 · EIN 04-6913417 | Investment Management | $65,328 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: SSGA Service code 28 · EIN 04-1867445 | Investment Management | $20,686 |
CLIFTONLARSONALLEN LLP7+ years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $20,567 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL & GENERAL INV MGMT AMERICA Service code 28 · EIN 35-7085469 | Investment Management | $19,896 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $220,551-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 3.7%-3.7pp |
| Annual return | 1.76% | 9.47%-7.7pp | 7.32%-5.6pp | 15.63%-13.9pp |
| Employer contribution / active EE | $0 | $9,065-100.0% | $23,426-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $939-100.0% | $107-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $9,522-100.0% | $429-100.0% |