Filed May 10, 2005
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 |
|---|---|---|
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $4,353,056 |
Service code 14 · EIN 72-0651161 | Plan Administrator | $2,613,730 |
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INVESTMENTS US INSTL. HOL Service code 17 · EIN 81-1706025 | Pension Consulting | $450,000 |
MOODY'S ANALYTICS1 year Service code 50 · EIN 13-3851829 | Direct Payment | $126,250 |
Service code 10 · EIN 13-4008324 | Accounting | $114,955 |
BLOOMBERG FINANCE LP1 year Filed as: BLOOMBERG FINANCE L.P. Service code 50 · EIN 06-1818168 | Direct Payment | $46,764 |
Filed as: PENSION BENEFIT INFORMATION, LLC Service code 16 · EIN 82-2042737 | Consulting | $41,185 |
ALBOURNE AMERICA LLC1 year Service code 16 · EIN 91-2164625 | Consulting | $39,902 |
FORMS ASSOCIATES, INC.1 year Service code 50 · EIN 47-0648734 | Direct Payment | $34,213 |
Service code 50 · EIN 35-2561723 | Direct Payment | $30,976 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,469,698-100.0% | $268,676-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | -38.79% | 7.68%-46.5pp | -10.68%-28.1pp | 7.68%-46.5pp |
| Employer contribution / active EE | $0 | $9,142-100.0% | $48,995-100.0% | $9,142-100.0% |
| Participant deferral / active EE | $0 | $462-100.0% | $360-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $4,366-100.0% | $19,323-100.0% |