Filed August 6, 2001
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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $518,057 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER & TIDWELL, LLP Service code 10 · EIN 36-1561860 | Accounting | $131,761 |
NORTHERN TRUST COMPANY1 year Service code 16 · EIN 36-1561860 | Consulting | $47,142 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK AND TRUST CO. Service code 21 · EIN 04-1867445 | Bank Trustee | $37,635 |
FULBRIGHT & JAWORSKI1 year Service code 29 · EIN 74-1201087 | Legal | $7,517 |
KPMG LLP5+ years Service code 10 · EIN 13-5565207 | Accounting | $5,750 |
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Employer contribution per participant 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 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 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 18.07% | 221.56%-203.5pp | 29.77%-11.7pp | 53.27%-35.2pp |
| Employer contribution / active EE | $705 | $12,096-94.2% | $33,607-97.9% | $14,774-95.2% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |