Filed June 9, 1995 (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.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC7+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $6,209,946 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $2,380,888 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $1,559,007 |
PGIM INVESTMENTS7+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $625,589 |
WESTERN ASSET MANAGEMENT COMPANY7+ years Service code 28 · EIN 95-2705767 | Investment Management | $320,597 |
Service code 15 · EIN 37-1439558 | Recordkeeping | $232,775 |
THE DOW CHEMICAL COMPANY5 years Service code 14 · EIN 38-1285128 | Plan Administrator | $223,850 |
CALYPSO TECHNOLOGY, INC7+ years Service code 16 · EIN 94-3277822 | Consulting | $170,695 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $113,495 |
BDO USA, LLP3 years Service code 10 · EIN 13-5381590 | Accounting | $93,226 |
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% | $54,060-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 3.7%-3.7pp |
| Annual return | 3.78% | 7.76%-4.0pp | 36.37%-32.6pp | 15.63%-11.8pp |
| Employer contribution / active EE | $0 | $10,188-100.0% | $37,223-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $0 | $524-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $568-100.0% | $429-100.0% |