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 LLC4 years Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $951,613 |
LSV ASSET MANAGEMENT5+ years Service code 28 · EIN 23-2772300 | Investment Management | $414,774 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 28 · EIN 04-2333347 | Investment Management | $369,982 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: JP MORGAN CHASE BANK N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $318,000 |
FIDUCIARY MANAGEMENT, INC.5+ years Filed as: FIDUCIARY MANAGEMENT INC. Service code 28 · EIN 39-1346018 | Investment Management | $273,229 |
ARROWSTREET CAPITAL1 year Filed as: ARROWSTREET Service code 28 · EIN 45-6500555 | Investment Management | $193,392 |
CONDUENT HR CONSULTING, LLC3 years Filed as: CONDUENT, INC. Service code 15 820 STILLWATER RD · SACREMENTO, CA 95605 | Recordkeeping | $168,433 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-3046063 | Bank Trustee | $152,431 |
GROOM LAW GROUP5+ years Service code 29 · EIN 52-1219029 | Legal | $31,835 |
PINEBRIDGE STRUCTURED1 year Filed as: PINEBRIDGE Service code 28 · EIN 06-1078320 | Investment Management | $23,175 |
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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 17.39% | 14.29%+3.1pp | 14.64%+2.7pp | 21.83%-4.4pp |
| Employer contribution / active EE | $0 | $12,083-100.0% | $41,831-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |