Filed July 20, 2006 (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.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON PENNSYLVANIA INC Service code 11 · EIN 23-1159360 | Actuarial | $363,174 |
MERCER1 year Filed as: MERCER HUMAN RESOURCES Service code 11 · EIN 13-2834414 | Actuarial | $254,622 |
Filed as: CORNERSTONE INVESTMENT PARTNERS, LL Service code 28 · EIN 58-2620541 | Investment Management | $183,947 |
Service code 27 · EIN 36-4211742 | Advisory (Plan) | $145,651 |
CALLAN ASSOCIATES1 year Filed as: CALLAN ASSOCIATES INC Service code 16 · EIN 94-2192581 | Consulting | $102,046 |
Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 28 · EIN 20-8058531 | Investment Management | $101,592 |
WARREN AVERETT, LLC3 years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $63,500 |
Filed as: DIMENSIONAL FUND ADVISORS LP Service code 27 · EIN 30-0447847 | Advisory (Plan) | $49,980 |
ERNST & YOUNG LLP3 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $13,272 |
MORNEAU SHEPELL1 year Filed as: MORNEAU SHEPELL LIMITED Service code 17 · EIN 52-1883918 | Pension Consulting | $11,100 |
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 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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 19.33% | 14.29%+5.0pp | 14.64%+4.7pp | 21.83%-2.5pp |
| Employer contribution / active EE | $0 | $12,083-100.0% | $41,831-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |