Filed May 13, 1994 (most recent of 2 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 LLC3+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $399,788 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $384,048 |
D'AMATO & MALONEY, LLP3+ years Service code 29 · EIN 26-3458324 | Legal | $37,984 |
CW ASSOCIATES2 years Service code 10 · EIN 26-1659234 | Accounting | $24,238 |
LSM CONSULTANTS LLC3+ years Filed as: LSM CONSULTANTS, LLC Service code 10 · EIN 26-4006199 | Accounting | $13,155 |
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 | $1,637,423-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | 18.42% | 17.84%+0.6pp | 15.63%+2.8pp | 17.84%+0.6pp |
| Employer contribution / active EE | $23,753 | $14,688+61.7% | $56,677-58.1% | $14,688+61.7% |
| Participant deferral / active EE | $0 | $770-100.0% | $93-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |