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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC9+ years Filed as: TOWERS WATSON INVESTMENT SRVCS,INC. Service code 17 · EIN 52-1868818 | Pension Consulting | $1,107,418 |
ALIGHT SOLUTIONS LLC6 years Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $761,847 |
Filed as: NISA INVESTMENT ADVISORS L.L.C. Service code 28 · EIN 48-1140940 | Investment Management | $682,526 |
PIMCO FUNDS4 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $641,114 |
STW FIXED INCOME MANAGEMENT, LLC9+ years Filed as: STW FIXED INCOME MANAGEMENT, LTD Service code 28 · EIN 77-0555117 | Investment Management | $505,202 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $163,502 |
NEPC, LLC1 year Service code 16 · EIN 26-1429809 | Consulting | $123,139 |
CALLAN ASSOCIATES6 years Filed as: CALLAN LLC Service code 16 · EIN 82-2748926 | Consulting | $51,604 |
BLACKROCK9+ years Service code 28 · EIN 94-3112180 | Investment Management | $35,110 |
Form 5500 reported that benefits due were not provided when due.
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 | $13,363-100.0% | $331,632-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 50.0%-50.0pp | 2.2%-2.2pp |
| Annual return | 9.80% | 9.11%+0.7pp | 10.60%-0.8pp | 9.11%+0.7pp |
| Employer contribution / active EE | $0 | $12,231-100.0% | $43,831-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $166-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $25,063-100.0% | $125-100.0% |