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 |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $552,133 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $314,069 |
NISA INVESTMENT ADVISORS, LLC4+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $311,571 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS REALTY INVESTORS LLC Service code 28 242 TRUMBULL STREET · HARTFORD, CT 06103 | Investment Management | $272,704 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $194,178 |
ALTRINSIC GLOBAL ADVISORS, LLC4+ years Service code 28 8 SOUND SHORE DR · GREENWICH, CT 06830 | Investment Management | $192,799 |
PIMCO FUNDS4+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $190,066 |
Filed as: VOYA INVESTMENT TRUST CO Service code 28 · EIN 06-1440627 | Investment Management | $144,833 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON AND CO Service code 27 · EIN 52-1868818 | Advisory (Plan) | $135,625 |
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $132,517 |
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 | LEHMAN BROTHERS HOLDINGS | — | 745 SEVENTH AVE NEW YORK, NY 10019 | — |
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 | $21,578,776-100.0% | $336,864-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | -4.11% | -2.85%-1.3pp | -3.29%-0.8pp | 33.37%-37.5pp |
| Employer contribution / active EE | $12,336 | $7,024+75.6% | $36,762-66.4% | $11,253+9.6% |
| Participant deferral / active EE | $0 | $0 | $11-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $6,121-100.0% | $99,113-100.0% |