Filed December 8, 2010 (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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $3,327,723 |
Filed as: FIDELITY Service code 15 · EIN 04-2882358 | Recordkeeping | $1,342,024 |
BLACKROCK3 years Filed as: BLACKROCK INST. TRUST COMPANY Service code 28 · EIN 94-3112180 | Investment Management | $593,130 |
Filed as: STATE STREET Service code 28 · EIN 04-1867445 | Investment Management | $90,000 |
POLSINELLI6 years Service code 29 · EIN 43-1064260 | Legal | $69,198 |
K&L GATES1 year Service code 29 · EIN 25-0921018 | Legal | $40,363 |
ERNST & YOUNG LLP3 years Service code 10 · EIN 34-6565596 | Accounting | $5,385 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $262,251-100.0% | $250,986-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 61.9%-61.9pp | 50.6%-50.6pp | 55.8%-55.8pp |
| Annual return | -2.62% | 34.46%-37.1pp | 32.30%-34.9pp | 24.42%-27.0pp |
| Employer contribution / active EE | $0 | $35,995-100.0% | $33,955-100.0% | $41,338-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,641-100.0% | $10,141-100.0% | $22,079-100.0% |