Filed February 8, 1999 (most recent of 3 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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $2,312,547 |
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $1,092,714 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 27 · EIN 22-1211670 | Advisory (Plan) | $746,506 |
NORTHERN TRUST COMPANY2+ years Service code 12 · EIN 36-1561860 | Direct payment from the plan; Soft do... | $715,102 |
NISA INVESTMENT ADVISORS, LLC2+ years Service code 27 · EIN 48-1140940 | Advisory (Plan) | $581,844 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $494,481 |
LEGAL & GENERAL INVESTMENT2+ years Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 27 71 SOUTH WACKER DRIVE, SUITE 800 · CHICAGO, IL 60606 | Advisory (Plan) | $487,908 |
MARATHON ASSET MANAGEMENT2+ years Filed as: MARATHON ASSET MANAGEMENT, LLP Service code 27 · EIN 22-3321401 | Advisory (Plan) | $436,000 |
Filed as: VOYA INVESTMENT MANAGEMENT COMPANY Service code 27 · EIN 06-0888148 | Advisory (Plan) | $358,811 |
AMERICAN FUNDS2+ years Filed as: CAPITAL GUARDIAN TRUST COMPANY Service code 27 · EIN 95-6597294 | Advisory (Plan) | $344,758 |
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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% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | 7.62% | 6.04%+1.6pp | 5.44%+2.2pp | 9.19%-1.6pp |
| Employer contribution / active EE | $0 | $12,925-100.0% | $25,481-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |