Filed December 18, 1992 (most recent of 2 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 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON, DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $503,784 |
GOLDMAN SACHS3+ years Filed as: GOLDMAN SACHS ASSET MANAGMENT Service code 28 · EIN 13-3575636 | Investment Management | $466,870 |
MERCER3+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $266,785 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: J.P. MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $201,369 |
Filed as: GUGGENHEIM TRUST CO LLC Service code 28 · EIN 03-6082152 | Investment Management | $131,413 |
COMERICA BANK3+ years Service code 18 · EIN 42-1741646 | Shareholder servicing fees; Float rev... | $118,592 |
REGIONS BANK3+ years Filed as: REGIONS MORGAN KEEGAN Service code 28 · EIN 63-0371391 | Investment Management | $90,379 |
RUBINBROWN LLP3+ years Service code 10 · EIN 43-0765316 | Accounting | $15,800 |
LEWIS RICE LLC1 year Service code 29 · EIN 48-1072151 | Legal | $11,293 |
PNC BANK, N.A.3+ years Filed as: PNC INSTITUTIONAL INVESTORS Service code 28 · EIN 22-1146430 | Investment Management | $9,281 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $0 | $350,496-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 0.0%0pp |
| Annual return | 12.31% | 16.32%-4.0pp | 12.88%-0.6pp | 16.32%-4.0pp |
| Employer contribution / active EE | $16,607 | $12,766+30.1% | $40,010-58.5% | $12,766+30.1% |
| Participant deferral / active EE | $0 | $800-100.0% | $66-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $7,226-100.0% | - |