Filed July 16, 2013 (most recent of 4 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $675,604 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $179,982 |
GOLDMAN SACHS3 years Filed as: POLUNIN CAPITAL PARTNERS LIMITED Service code 28 | Investment Management | $91,569 |
KPMG LLP4+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $81,101 |
NISA INVESTMENT ADVISORS, LLC4+ years Service code 28 · EIN 48-1140940 | Investment Management | $51,911 |
MITCHELL & TITUS, LLP1 year Filed as: SW MITCHELL CAPITAL Service code 28 | Investment Management | $51,861 |
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $50,225 |
GOLDMAN SACHS4+ years Filed as: SAILINGSTONE CAPITAL PARTNERS LLC Service code 28 · EIN 46-4114066 | Investment Management | $49,765 |
DODGE & COX2 years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $49,178 |
NALANDA CAPITAL PTE LTD2 years Service code 28 | Investment Management | $32,343 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant 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.
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 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -4.84% | 9.64%-14.5pp | -102.04%+97.2pp | 33.37%-38.2pp |
| Employer contribution / active EE | $8,873 | $8,034+10.4% | $36,232-75.5% | $11,253-21.1% |
| Participant deferral / active EE | $0 | $572-100.0% | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |