Filed October 27, 2006
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 LLC4 years Filed as: TOWERS WATSON INVESTMENT SVCS, INC. Service code 28 · EIN 52-1868818 | Investment Management | $139,418 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $120,854 |
USI CONSULTING GROUP3 years Filed as: USI CONSULTING GROUP, INC. Service code 14 · EIN 06-1053228 | Plan Administrator | $40,356 |
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $24,992 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $11,955 |
Filed as: HAGEN KURTH PERMAN CO.,P.S. Service code 10 · EIN 91-1233794 | Accounting | $5,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $124,814-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 2.1%-2.1pp |
| Annual return | 2.50% | 6.77%-4.3pp | 10.52%-8.0pp | 7.65%-5.2pp |
| Employer contribution / active EE | $14,795 | $23,265-36.4% | $26,749-44.7% | $20,582-28.1% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $122-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $129-100.0% | $193-100.0% |