Filed April 27, 2012 (most recent of 2 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 |
|---|---|---|
Filed as: FIDELITY INV INST OPER CO. Service code 11 · EIN 04-2647786 | Actuarial | $435,153 |
Filed as: FIDELITY INST ASSET MGMT TRUST CO Service code 21 · EIN 20-4659714 | Bank Trustee | $262,833 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 15-4214957 | Actuarial | $101,500 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 39-1413443 | Accounting | $19,950 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 0.13% | 11.94%-11.8pp | 6.70%-6.6pp | 8.76%-8.6pp |
| Employer contribution / active EE | $17,361 | $15,564+11.5% | $25,217-31.2% | $16,664+4.2% |
| Participant deferral / active EE | $0 | $33-100.0% | $47-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |