Filed September 27, 2013 (most recent of 3 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 Service code 11 · EIN 53-0181291 | Actuarial | $1,072,490 |
STATE STREET GLOBAL ADVISORS9 years Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $707,808 |
SUSTAINABLE GROWTH ADVISORS3 years Filed as: SUSTAINABLE GROWTH ADVISERS Service code 28 · EIN 05-0571266 | Investment Management | $569,091 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $186,745 |
NISA INVESTMENT ADVISORS, LLC10+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $145,756 |
UNUMPROVIDENT CORP II3 years Service code 29 · EIN 62-1598430 | Legal | $77,832 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: JP MORGAN CHASE BANK Service code 24 · EIN 13-4994650 | Discretionary Trustee | $73,042 |
WELLINGTON TRUST COMPANY9 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $23,103 |
VERRILL DANA LLP10+ years Filed as: VERRILL & DANA LLP Service code 29 · EIN 01-0176171 | Legal | $5,582 |
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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 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 10.58% | 5.34%+5.2pp | 9.14%+1.4pp | 9.30%+1.3pp |
| Employer contribution / active EE | $0 | $9,329-100.0% | $40,523-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |