Filed January 5, 2009
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 LLC3+ years Filed as: WILLIS TOWERS WATSON Service code 13 · EIN 98-0352587 | Contract Administrator | $4,086,573 |
THE BANK OF NEW YORK MELLON3+ years Service code 13 · EIN 13-5160382 | Contract Administrator | $1,120,244 |
MERCER3+ years Service code 17 · EIN 13-2834414 | Pension Consulting | $844,876 |
DELOITTE & TOUCHE LLP3+ years Filed as: DELOITTE Service code 16 · EIN 86-1065772 | Consulting | $266,550 |
KPMG LLP3+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $56,485 |
KILPATRICK TOWNSEND2 years Service code 29 1100 PEACHTREE ST NE · ATLANTA, GA 303094528 | Legal | $48,234 |
MAILMEDIA3+ years Service code 38 42 GREENE ST · NEW YORK, NY 100132693 | Participant Communication | $39,712 |
SCOTIA TRUST3+ years Service code 16 · EIN 13-4941099 | Consulting | $34,030 |
O'MELVENY & MYERS LLP3+ years Filed as: O'MELVENY & MYERS Service code 29 · EIN 95-1066597 | Legal | $27,017 |
GERSON LEHRMAN3+ years Service code 16 · EIN 13-4101226 | Consulting | $19,614 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $180,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | 11.49% | 16.32%-4.8pp | 10.53%+1.0pp | 16.32%-4.8pp |
| Employer contribution / active EE | $55,008 | $12,766+330.9% | $29,360+87.4% | $12,766+330.9% |
| Participant deferral / active EE | $0 | $800-100.0% | $54-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $1,273-100.0% | - |