Filed May 17, 2005 (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 |
|---|---|---|
MERCER9+ years Service code 17 · EIN 20-1932099 | Pension Consulting | $715,522 |
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $284,539 |
BOKF, NA9+ years Filed as: BOKF, NA DBA BANK OF TEXAS Service code 21 · EIN 73-0780382 | Bank Trustee | $108,301 |
KPMG LLP1 year Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $68,000 |
AON CONSULTING1 year Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $57,228 |
CURCIO WEBB1 year Filed as: CURCIO WEBB, LLC Service code 27 · EIN 36-4171366 | Advisory (Plan) | $20,493 |
ERNST & YOUNG LLP1 year Filed as: EY Service code 10 · EIN 34-6565596 | Accounting | $5,177 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $80,293-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 5.6%-5.6pp | 2.2%-2.2pp |
| Annual return | 11.57% | 9.87%+1.7pp | 15.31%-3.7pp | 9.11%+2.5pp |
| Employer contribution / active EE | $19,809 | $9,738+103.4% | $28,686-30.9% | $12,231+62.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $126-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $456-100.0% | $125-100.0% |