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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC9 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $3,132,125 |
NORTHERN TRUST COMPANY10+ years Service code 12 · EIN 36-1561860 | Soft dollars commissions; Direct paym... | $726,730 |
PIMCO FUNDS10+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $692,648 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL INSURANCE COMPANY Service code 27 · EIN 22-1211670 | Advisory (Plan) | $612,807 |
SEI INVESTMENTS5 years Filed as: SEI TRUST COMPANY Service code 11 · EIN 06-1271230 | Actuarial | $424,169 |
NISA INVESTMENT ADVISORS, LLC10+ years Service code 27 · EIN 48-1140940 | Advisory (Plan) | $374,859 |
LEGAL & GENERAL INVESTMENT10+ years Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 28 · EIN 20-8058531 | Investment Management | $199,073 |
BECHER DELLA TORRE GITTO & CO.10+ years Service code 10 · EIN 22-2625944 | Accounting | $31,810 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 1701 MARKET ST · PHILADELPHIA, PA 19103 | Legal | $21,976 |
GOLDMAN SACHS10+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $17,236 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 1.98% | 7.96%-6.0pp | 5.04%-3.1pp | 8.76%-6.8pp |
| Employer contribution / active EE | $0 | $15,125-100.0% | $26,454-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |