Filed December 29, 1992
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 |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $790,115 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $394,027 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS REALTY INVESTORS LLC Service code 28 242 TRUMBULL STREET · HARTFORD, CT 06103 | Investment Management | $287,489 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $264,506 |
NISA INVESTMENT ADVISORS, LLC1+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $247,480 |
ALTRINSIC GLOBAL ADVISORS, LLC1+ years Service code 28 8 SOUND SHORE DR · GREENWICH, CT 06830 | Investment Management | $235,748 |
Filed as: VOYA INVESTMENT TRUST CO Service code 28 · EIN 06-1440627 | Investment Management | $162,534 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $143,504 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON AND CO Service code 27 · EIN 52-1868818 | Advisory (Plan) | $108,500 |
PRICEWATERHOUSECOOPERS LLP1+ years Service code 10 · EIN 13-4008324 | Accounting | $92,400 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
| Category | Counterparty | Relationship / Terms | Address | Amount |
|---|---|---|---|---|
| Part 1 Loan in default | GLITNER BANKI HF | — | — | — |
| Part 1 Loan in default | GLITNER BANKI HF | — | — | — |
| Part 1 Loan in default | GLITNER BANKI HF | — | — | — |
| Part 1 Loan in default | LEHMAN BROTHERS HOLDINGS | — | 745 SEVENTH AVE NEW YORK, NY 10019 | — |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $313,292-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.0%0pp |
| Annual return | -1.17% | 1.67%-2.8pp | -2.79%+1.6pp | 1.67%-2.8pp |
| Employer contribution / active EE | $0 | $10,506-100.0% | $39,327-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $351-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $15,115-100.0% | $66,276-100.0% |