Filed December 24, 2004 (most recent of 6 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 |
|---|---|---|
Filed as: FIDELITY INVSTS INST OPS CO, INC. Service code 15 · EIN 04-2647786 | Recordkeeping | $2,865,700 |
MERCER2 years Filed as: PAVILION ADVISORY GROUP INC. Service code 27 · EIN 04-3831795 | Advisory (Plan) | $230,277 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $103,949 |
Service code 10 · EIN 36-4189747 | Accounting | $32,200 |
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 | $104,898 | $96,540+8.7% | $67,313+55.8% | $73,367+43.0% |
| Participation rate | 93.4% | 65.8%+27.6pp | 69.1%+24.3pp | 69.5%+23.9pp |
| Annual return | -3.54% | -4.11%+0.6pp | -4.08%+0.5pp | 173.45%-177.0pp |
| Employer contribution / active EE | $2,735 | $4,087-33.1% | $2,566+6.6% | $2,499+9.4% |
| Participant deferral / active EE | $6,166 | $3,965+55.5% | $3,568+72.8% | $4,033+52.9% |
| Admin fee / account holder | $39 | $100-60.5% | $4,507-99.1% | $68-42.5% |