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.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4+ years Filed as: WILLIS TOWERS WATSON Service code 13 · EIN 98-0352587 | Contract Administrator | $5,789,436 |
THE BANK OF NEW YORK MELLON4+ years Service code 13 · EIN 13-5160382 | Contract Administrator | $1,138,430 |
MERCER4+ years Service code 17 · EIN 13-2834414 | Pension Consulting | $600,479 |
WITHUMSMITH+BROWN, PC1 year Filed as: FROST BROWN TODD Service code 29 · EIN 61-0722001 | Legal | $372,936 |
DELOITTE & TOUCHE LLP4+ years Filed as: DELOITTE Service code 16 · EIN 86-1065772 | Consulting | $265,525 |
Filed as: RISK COMPLIANCE Service code 38 · EIN 27-4064715 | Participant Communication | $119,237 |
KPMG LLP4+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $109,000 |
SCOTIA TRUST4+ years Service code 16 · EIN 13-4941099 | Consulting | $23,795 |
MAILMEDIA4+ years Service code 38 42 GREENE ST · NEW YORK, NY 100132693 | Participant Communication | $20,297 |
SCHULTE ROTH & ZABEL LLP4+ years Filed as: SCHULTE ROTH AND ZABEL Service code 29 · EIN 13-2633996 | Legal | $10,852 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $476,019-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | 2.29% | 73.13%-70.8pp | 4.36%-2.1pp | 73.13%-70.8pp |
| Employer contribution / active EE | $0 | $8,421-100.0% | $27,383-100.0% | $8,421-100.0% |
| Participant deferral / active EE | $0 | $293-100.0% | $75-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $14,020-100.0% | - |