Filed February 16, 2007 (most recent of 2 filings on file)
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.
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON INVESTMENT SERVICE Service code 15 · EIN 52-1868818 | Recordkeeping | $880,407 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $513,271 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL AND GENERAL Service code 27 · EIN 35-7085469 | Advisory (Plan) | $275,947 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $72,570 |
THOMPSON HINE6+ years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $54,633 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $35,042 |
Filed as: PARAMETRIC Service code 27 · EIN 20-0292745 | Advisory (Plan) | $28,120 |
DATAMATION IMAGING SERVICES6+ years Service code 16 · EIN 36-4303011 | Consulting | $23,113 |
BLACKROCK6+ years Service code 21 · EIN 30-0587659 | Bank Trustee | $8,771 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $54,060-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 0.7%-0.7pp |
| Annual return | 3.71% | 11.91%-8.2pp | 36.37%-32.7pp | 13.24%-9.5pp |
| Employer contribution / active EE | $9,434 | $16,637-43.3% | $37,223-74.7% | $14,616-35.5% |
| Participant deferral / active EE | $0 | $12-100.0% | $524-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $568-100.0% | $4,137-100.0% |