Filed March 27, 2008 (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 LLC3+ years Filed as: TOWERS WATSON DELAWARE, INC Service code 11 · EIN 53-0181291 | Actuarial | $343,947 |
Service code 27 · EIN 75-2403190 | Advisory (Plan) | $160,706 |
WINSLOW CAPITAL MANAGEMENT3+ years Service code 28 · EIN 90-0860898 | Investment Management | $92,514 |
WELLS FARGO BANK, N.A.3+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $74,582 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JPMORGAN INVESTMENT MANAGEMENT INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $56,643 |
Service code 28 · EIN 58-1760471 | Investment Management | $40,528 |
C.S. MCKEE, L.P.3+ years Filed as: C.S. MCKEE LP Service code 28 · EIN 25-1900687 | Investment Management | $31,748 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 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 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 9.33% | 26.60%-17.3pp | 10.16%-0.8pp | 17.84%-8.5pp |
| Employer contribution / active EE | $0 | $7,232-100.0% | $33,192-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |