Filed July 31, 1995 (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: NISA INVESTMENT ADVISORS L.L.C. Service code 28 · EIN 48-1140940 | Investment Management | $913,917 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $870,830 |
ALIGHT SOLUTIONS LLC7 years Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $784,050 |
PIMCO FUNDS5 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $659,500 |
STW FIXED INCOME MANAGEMENT, LLC10+ years Filed as: STW FIXED INCOME MANAGEMENT, LTD Service code 28 · EIN 77-0555117 | Investment Management | $478,356 |
WILLIS TOWERS WATSON US LLC10+ years Filed as: TOWERS WATSON INVESTMENT SRVCS,INC. Service code 17 · EIN 52-1868818 | Pension Consulting | $437,416 |
NEPC, LLC2 years Service code 16 · EIN 26-1429809 | Consulting | $100,815 |
BLACKROCK10+ years Service code 28 · EIN 94-3112180 | Investment Management | $32,609 |
WELLINGTON TRUST COMPANY1 year Service code 28 · EIN 04-2755549 | Investment Management | $18,896 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $468,422-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | 0.0%0pp |
| Annual return | 1.23% | 9.30%-8.1pp | 6.89%-5.7pp | 9.30%-8.1pp |
| Employer contribution / active EE | $0 | $12,551-100.0% | $43,785-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $44-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $1,988-100.0% | - |