Filed August 3, 1998
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 MANAGEMENT TRUST CO Service code 17 · EIN 04-2723880 | Pension Consulting | $1,409,765 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $72,338 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $23,600 |
INDEPENDENT FINANCIAL PARTNERS5+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $13,720 |
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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 | $341,093,897-100.0% | $671,907-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.0%-15.0pp | 0.0%0pp |
| Annual return | 15.53% | 21.83%-6.3pp | 10.76%+4.8pp | 21.83%-6.3pp |
| Employer contribution / active EE | $14,299 | $12,237+16.9% | $68,795-79.2% | $12,237+16.9% |
| Participant deferral / active EE | $0 | $987-100.0% | $229-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $6,717-100.0% | $1,551,325-100.0% |