Filed October 19, 2004 (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.
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 14 · EIN 53-0181291 | Plan Administrator | $1,906,331 |
MEKETA INVESTMENT GROUP4 years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 28 · EIN 04-2659023 | Investment Management | $1,340,807 |
Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 13 · EIN 13-5581829 | Contract Administrator | $938,642 |
NISA INVESTMENT ADVISORS, LLC7+ years Filed as: NISA INVESTMENT ADVISORS, L.L.C. Service code 28 · EIN 48-1140940 | Investment Management | $735,877 |
NORTHERN TRUST COMPANY7+ years Service code 13 · EIN 36-2723087 | Contract Administrator | $675,431 |
Filed as: J.P.MORGAN INVESTMENT MANAGEMENT IN Service code 24 · EIN 13-3200244 | Discretionary Trustee | $585,963 |
INCOME RESEARCH & MANAGEMENT7+ years Filed as: INCOME RESEARCH AND MANAGEMENT INC. Service code 28 · EIN 04-2955404 | Investment Management | $310,436 |
DODGE & COX7+ years Service code 28 · EIN 94-1441976 | Investment Management | $288,894 |
MERCER7+ years Filed as: MERCER (U.S.) INC. Service code 11 · EIN 13-2834414 | Actuarial | $205,356 |
CLIFTONLARSONALLEN LLP7+ years Service code 10 · EIN 41-0746749 | Accounting | $45,674 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $732,694-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 7.1%-7.1pp | 1.5%-1.5pp |
| Annual return | -24.79% | 23.41%-48.2pp | -15.18%-9.6pp | 23.41%-48.2pp |
| Employer contribution / active EE | $16,805 | $12,650+32.8% | $53,321-68.5% | $12,650+32.8% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $0 | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $0 | $14,884-100.0% |