Filed March 8, 1991
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 Service code 11 · EIN 53-0181291 | Actuarial | $708,238 |
Service code 28 · EIN 20-2159373 | Investment Management | $368,561 |
Service code 28 · EIN 04-3638035 | Investment Management | $253,125 |
BAILLIE GIFFORD OVERSEAS LTD6+ years Filed as: BAILLIE GIFFORD OVERSEAS LIMITED Service code 28 · EIN 22-3438530 | Investment Management | $215,093 |
WALTER SCOTT & PARTNERS LIMITED6+ years Service code 28 · EIN 98-0465834 | Investment Management | $188,097 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $176,564 |
WASATCH ADVISORS1 year Filed as: WASATCH GLOBAL INVESTORS Service code 28 · EIN 87-0319391 | Investment Management | $115,771 |
RAYMOND JAMES FINANCIAL SERVICES6+ years Filed as: NEWSOUTH CAPITAL MANAGEMENT, INC. Service code 28 · EIN 62-1237220 | Investment Management | $87,278 |
Filed as: GENESIS INVESTMENT MANAGEMENT, LLP Service code 28 · EIN 22-3163872 | Investment Management | $73,267 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $59,701 |
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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.
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 | $1,472,696-100.0% | $397,815-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.6%-33.6pp | 0.7%-0.7pp |
| Annual return | 3.79% | 14.25%-10.5pp | 9.74%-6.0pp | 13.24%-9.5pp |
| Employer contribution / active EE | $0 | $6,860-100.0% | $39,474-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $197-100.0% | $135-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $10,161-100.0% | $4,137-100.0% |