Filed March 18, 2003
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 LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $310,790 |
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS REALTY INVESTORS LLC Service code 28 · EIN 36-3718331 | Investment Management | $241,520 |
Service code 28 · EIN 53-2385219 | Investment Management | $176,283 |
NORTHERN TRUST COMPANY3 years Service code 18 · EIN 36-2723087 | Trustee (bank, trust company, or simi... | $97,560 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN, LEWIS & BOCKIUS Service code 29 · EIN 23-0891050 | Legal | $9,774 |
UNITED FORMS FINISHING1 year Filed as: UNITED FORMS AND FINISHING CORP Service code 50 1413 CHESTNUT AVENUE · HILLSIDE, NJ 07205 | Direct Payment | $8,440 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $5,558 |
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Form 5500 reported that benefits due were not provided when due.
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 | $2,456,633-100.0% | $267,477-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 1.5%-1.5pp |
| Annual return | -11.94% | -2.41%-9.5pp | -38.86%+26.9pp | 23.41%-35.4pp |
| Employer contribution / active EE | $0 | $7,691-100.0% | $37,756-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |