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 LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $1,656,503 |
NISA INVESTMENT ADVISORS, LLC9+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $327,041 |
STATE STREET GLOBAL ADVISORS8 years Service code 18 · EIN 04-1867445 | Investment management fees paid indir... | $306,742 |
SUSTAINABLE GROWTH ADVISORS2 years Filed as: SUSTAINABLE GROWTH ADVISERS Service code 28 · EIN 05-0571266 | Investment Management | $215,584 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $197,937 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JP MORGAN CHASE BANK Service code 24 · EIN 13-3200244 | Discretionary Trustee | $154,859 |
WELLINGTON TRUST COMPANY8 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $59,611 |
UNUMPROVIDENT CORP II2 years Service code 29 · EIN 62-1598430 | Legal | $18,339 |
VERRILL DANA LLP9+ years Filed as: VERRILL & DANA LLP Service code 29 · EIN 01-0176171 | Legal | $17,451 |
Service code 22 · EIN 13-4206965 | Insurance Broker | $7,500 |
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 | $13,363-100.0% | $422,209-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.2%-2.2pp |
| Annual return | 8.72% | 8.84%-0.1pp | 12.68%-4.0pp | 9.11%-0.4pp |
| Employer contribution / active EE | $0 | $8,705-100.0% | $41,626-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $127-100.0% | $96-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,609-100.0% | $125-100.0% |