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.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON Service code 14 · EIN 53-0181291 | Plan Administrator | $2,987,219 |
MEKETA INVESTMENT GROUP5 years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 28 · EIN 04-2659023 | Investment Management | $849,192 |
Filed as: METLIFE INVESTMENT MANAGEMENT Service code 13 · EIN 13-5581829 | Contract Administrator | $719,430 |
NISA INVESTMENT ADVISORS, LLC8+ years Filed as: NISA INVESTMENT ADVISORS, L.L.C. Service code 28 · EIN 48-1140940 | Investment Management | $685,945 |
NORTHERN TRUST COMPANY8+ years Service code 13 · EIN 36-2723087 | Contract Administrator | $474,280 |
DODGE & COX8+ years Service code 28 · EIN 94-1441976 | Investment Management | $276,838 |
INCOME RESEARCH & MANAGEMENT8+ years Filed as: INCOME RESEARCH AND MANAGEMENT INC. Service code 28 · EIN 04-2955404 | Investment Management | $268,831 |
MERCER8+ years Filed as: MERCER (U.S.) INC. Service code 11 · EIN 13-2834414 | Actuarial | $167,250 |
Filed as: J.P.MORGAN INVESTMENT MANAGEMENT IN Service code 24 · EIN 13-3200244 | Discretionary Trustee | $106,693 |
CLIFTONLARSONALLEN LLP8+ years Service code 10 · EIN 41-0746749 | Accounting | $50,864 |
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 | $13,363-100.0% | $848,047-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 16.7%-16.7pp | 2.2%-2.2pp |
| Annual return | -0.71% | 9.11%-9.8pp | 5.63%-6.3pp | 9.11%-9.8pp |
| Employer contribution / active EE | $23,104 | $12,231+88.9% | $36,086-36.0% | $12,231+88.9% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $0 | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $0 | $125-100.0% |