Filed September 29, 1992
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 |
|---|---|---|
Service code 27 · EIN 04-3304963 | Advisory (Plan) | $459,198 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $336,547 |
COLUMBUS CIRCLE INVESTORS2+ years Service code 28 · EIN 06-1404803 | Investment Management | $209,372 |
DIAMOND HILL2+ years Filed as: DIAMOND HILL CAPITAL MANAGEMENT INC Service code 28 · EIN 31-1019984 | Investment Management | $203,769 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $187,210 |
WEDGE CAPITAL MANAGEMENT2+ years Service code 27 · EIN 56-1557450 | Advisory (Plan) | $168,356 |
KEY TRUST COMPANY OF MAINE2+ years Service code 13 · EIN 01-0412083 | Contract Administrator | $130,991 |
FAYEZ SAROFIM & CO2+ years Filed as: FAYEZ SAROFIM & CO. Service code 28 · EIN 74-1312679 | Investment Management | $78,610 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $60,000 |
VERRILL DANA LLP2+ years Filed as: VERRILL DANA, LLP Service code 29 · EIN 01-0176171 | Legal | $59,222 |
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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 | $381,942,733-100.0% | $522,493-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.0%-37.0pp | 0.0%0pp |
| Annual return | 5.47% | 9.19%-3.7pp | 4.11%+1.4pp | 9.19%-3.7pp |
| Employer contribution / active EE | $0 | $12,608-100.0% | $35,308-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $25-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $8,766-100.0% | $2,655,710-100.0% |