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.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $968,446 |
NISA INVESTMENT ADVISORS, LLC7+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $966,258 |
SCHRODER INVESTMENT MANAGEMENT7+ years Filed as: SCHRODER INVESTMENT MGT NA INC Service code 28 · EIN 13-6877903 | Investment Management | $770,154 |
INDEPENDENT FINANCIAL PARTNERS7+ years Filed as: STONE HARBOUR Service code 28 · EIN 20-3888589 | Investment Management | $526,532 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $360,230 |
BOSTON PARTNERS7+ years Service code 28 · EIN 98-0202744 | Investment Management | $281,689 |
STATE STREET GLOBAL ADVISORS6 years Service code 18 · EIN 04-1867445 | Custodial (other than securities); Ot... | $198,666 |
PORTFOLIO ADVISORS1 year Service code 28 · EIN 06-1487853 | Investment Management | $193,082 |
VERRILL DANA LLP7+ years Filed as: VERRILL & DANA LLP Service code 29 · EIN 01-0176171 | Legal | $110,938 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE BANK Service code 24 · EIN 13-3200244 | Discretionary Trustee | $88,981 |
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 | $204,024-100.0% | $454,052-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 18.4%-18.4pp | 3.7%-3.7pp |
| Annual return | 9.53% | 12.07%-2.5pp | 8.95%+0.6pp | 15.63%-6.1pp |
| Employer contribution / active EE | $0 | $9,481-100.0% | $46,559-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $19,831-100.0% | $429-100.0% |