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 LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $102,305 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT SVCS, INC. Service code 28 · EIN 52-1868818 | Investment Management | $94,954 |
Filed as: HAGEN KURTH PERMAN CO.,P.S. Service code 10 · EIN 91-1233794 | Accounting | $38,000 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP, INC. Service code 14 · EIN 06-1053228 | Plan Administrator | $31,974 |
Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $14,902 |
MATRIX TRUST COMPANY6 years Service code 21 · EIN 75-3182674 | Bank Trustee | $12,125 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $10,367 |
UBS FINANCIAL SERVICES INC5 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $7,034 |
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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 | $46,984-100.0% | - | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 5.6%-5.6pp |
| Annual return | -24.31% | 93.59%-117.9pp | 22.50%-46.8pp | 39.77%-64.1pp |
| Employer contribution / active EE | $8,917 | $17,832-50.0% | $33,849-73.7% | $19,959-55.3% |
| Participant deferral / active EE | $0 | $1,653-100.0% | $101-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | - | $62-100.0% |