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 |
|---|---|---|
Filed as: NISA INVESTMENT ADVISORS L.L.C. Service code 28 · EIN 48-1140940 | Investment Management | $890,075 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $820,086 |
ALIGHT SOLUTIONS LLC4 years Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $797,106 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $641,815 |
STW FIXED INCOME MANAGEMENT, LLC7+ years Filed as: STW FIXED INCOME MANAGEMENT, LTD Service code 28 · EIN 77-0555117 | Investment Management | $571,941 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON INVESTMENT SRVCS,INC. Service code 17 · EIN 52-1868818 | Pension Consulting | $377,168 |
CALLAN ASSOCIATES4 years Filed as: CALLAN LLC Service code 16 · EIN 82-2748926 | Consulting | $121,421 |
BLACKROCK7+ years Service code 28 · EIN 94-3112180 | Investment Management | $69,124 |
ERNST & YOUNG LLP6 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $60,000 |
MCCONNELL VALDES LLC2 years Filed as: MCCONNELL VALDES Service code 28 · EIN 66-0226027 | Investment Management | $36,631 |
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 | $444,552-100.0% | $397,815-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 33.6%-33.6pp | 3.7%-3.7pp |
| Annual return | 0.75% | 15.63%-14.9pp | 9.74%-9.0pp | 15.63%-14.9pp |
| Employer contribution / active EE | $0 | $11,476-100.0% | $39,474-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $135-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $10,161-100.0% | $429-100.0% |