Filed June 20, 2006 (most recent of 3 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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $376,886 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $304,862 |
Filed as: TRANSAMERICA INVESTMENT MGMT., LLC Service code 50 · EIN 06-1564377 | Direct Payment | $97,697 |
CURCIO WEBB1 year Service code 50 · EIN 34-4171366 | Direct Payment | $92,343 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY & CO INC Service code 28 1585 BROADWAY · NEW YORK CITY, NY 10036 | Investment Management | $14,936 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
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% | - | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 1.2%-1.2pp |
| Annual return | 17.61% | 20.56%-3.0pp | 13.45%+4.2pp | 53.27%-35.7pp |
| Employer contribution / active EE | $0 | $25,506-100.0% | $26,057-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $645-100.0% | $181-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | - | $13,289-100.0% |