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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $2,286,582 |
PIMCO FUNDS4+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $1,266,333 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 27 · EIN 22-1211670 | Advisory (Plan) | $853,465 |
NISA INVESTMENT ADVISORS, LLC4+ years Service code 27 · EIN 48-1140940 | Advisory (Plan) | $560,120 |
NORTHERN TRUST COMPANY4+ years Service code 12 · EIN 36-1561860 | Direct payment from the plan; Soft do... | $558,342 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $421,538 |
LEGAL & GENERAL INVESTMENT4+ years Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 27 71 SOUTH WACKER DRIVE, SUITE 800 · CHICAGO, IL 60606 | Advisory (Plan) | $412,735 |
Filed as: VOYA INVESTMENT MANAGEMENT COMPANY Service code 27 · EIN 06-0888148 | Advisory (Plan) | $330,120 |
Filed as: PRUDENTIAL TRUST CO. Service code 27 · EIN 23-6994310 | Advisory (Plan) | $277,711 |
AMERICAN FUNDS4+ years Filed as: CAPITAL GUARDIAN TRUST COMPANY Service code 27 · EIN 95-6597294 | Advisory (Plan) | $272,993 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $21,578,776-100.0% | $157,466-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | -4.69% | 201.32%-206.0pp | 12.68%-17.4pp | 33.37%-38.1pp |
| Employer contribution / active EE | $0 | $10,877-100.0% | $22,860-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $658-100.0% | $123-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,825-100.0% | $99,113-100.0% |