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.
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $1,363,168 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $830,684 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $682,655 |
Filed as: NISA INVESTMENT ADVISORS L.L.C. Service code 27 · EIN 48-1140940 | Advisory (Plan) | $673,093 |
STW FIXED INCOME MANAGEMENT, LLC6+ years Filed as: STW FIXED INCOME MANAGEMENT, LTD Service code 28 · EIN 77-0555117 | Investment Management | $546,580 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON INVESTMENT SRVCS,INC. Service code 17 · EIN 52-1868818 | Pension Consulting | $287,069 |
CALLAN ASSOCIATES3 years Filed as: CALLAN LLC Service code 16 · EIN 94-2192581 | Consulting | $119,040 |
DOUBLELINE CAPITAL LP6+ years Filed as: DOUBLINE CAPITAL, LP Service code 28 · EIN 30-0596331 | Investment Management | $98,732 |
BLACKROCK6+ years Service code 28 · EIN 94-3112180 | Investment Management | $95,052 |
ERNST & YOUNG LLP5 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $60,000 |
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 | $0 | $312,618-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 0.0%0pp |
| Annual return | 14.46% | 12.86%+1.6pp | 10.03%+4.4pp | 12.86%+1.6pp |
| Employer contribution / active EE | $0 | $13,687-100.0% | $38,789-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $833-100.0% | $74-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $4,182-100.0% | - |