Filed January 28, 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.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELWARE Service code 11 · EIN 23-1159360 | Actuarial | $425,542 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772300 | Investment Management | $332,847 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $323,814 |
FIDUCIARY MANAGEMENT, INC.1+ years Filed as: FIDUCIARY MANAGEMENT INC. Service code 28 · EIN 39-1346018 | Investment Management | $237,502 |
XEROX CORPORATION1+ years Filed as: XEROX HR SOLUTIONS Service code 15 2828 NORTH HASKELL · DALLAS, TX 75204 | Recordkeeping | $118,855 |
Filed as: ALLIANCE INVESTMENT Service code 28 · EIN 13-4064930 | Investment Management | $58,924 |
300 NORTH CAPITAL LLC.1+ years Service code 28 · EIN 52-2031660 | Investment Management | $52,867 |
GROOM LAW GROUP1+ years Service code 29 · EIN 52-1219029 | Legal | $24,528 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-3046063 | Bank Trustee | $18,750 |
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 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | 3.54% | -0.09%+3.6pp | -0.81%+4.3pp | 1.67%+1.9pp |
| Employer contribution / active EE | $0 | $11,440-100.0% | $38,425-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |