Filed November 18, 1996
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 LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $857,211 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $419,756 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 · EIN 42-1466678 | Securities Custodian | $81,331 |
Filed as: WESTBROOK REALTY MANAGEMENT XI, L.P Service code 28 7121 FAIRWAY DR · PALM BEACH GARDENS, FL 33418 | Investment Management | $33,283 |
Filed as: D RISK ANALYSIS LLC Service code 22 200 DAY HILL ROAD · WINDSOR, CT 06095 | Insurance Broker | $5,000 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $398,892-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 54.1%-54.1pp | 0.0%0pp |
| Annual return | 13.71% | 33.11%-19.4pp | 8.54%+5.2pp | 33.11%-19.4pp |
| Employer contribution / active EE | $2,594 | $9,000-71.2% | $37,153-93.0% | $9,000-71.2% |
| Participant deferral / active EE | $0 | $680-100.0% | $18-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $77,551-100.0% | - |