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 LLC3+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $1,353,128 |
NISA INVESTMENT ADVISORS, LLC3+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $952,904 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $571,444 |
SCHRODER INVESTMENT MANAGEMENT3+ years Filed as: SCHRODER INVESTMENT MGT NA INC Service code 28 · EIN 13-6877903 | Investment Management | $561,932 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: STONE HARBOUR Service code 28 · EIN 20-3888589 | Investment Management | $516,483 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-1867445 | Investment Management | $345,202 |
HEXAVEST INC.3+ years Filed as: HEXAVEST INC Service code 28 · EIN 51-6579174 | Investment Management | $262,092 |
MERCER3+ years Filed as: MERCER INVESTMENT CONSULTING INC Service code 16 · EIN 13-2734414 | Consulting | $194,116 |
BOSTON PARTNERS3+ years Service code 28 · EIN 98-0202744 | Investment Management | $184,903 |
STATE STREET GLOBAL ADVISORS2 years Service code 18 · EIN 04-1867445 | Custodial (other than securities); Cu... | $129,188 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 13.05% | 20.78%-7.7pp | 10.36%+2.7pp | 16.32%-3.3pp |
| Employer contribution / active EE | $0 | $15,647-100.0% | $37,738-100.0% | $12,766-100.0% |
| Participant deferral / active EE | $0 | $179-100.0% | $137-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |