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 LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $607,336 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $224,241 |
Service code 28 · EIN 04-3638035 | Investment Management | $202,500 |
Service code 28 · EIN 20-2159373 | Investment Management | $187,938 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $99,141 |
PRICEWATERHOUSECOOPERS LLP3 years Service code 10 · EIN 13-4008324 | Accounting | $93,260 |
WALTER SCOTT & PARTNERS LIMITED7+ years Service code 28 · EIN 98-0465834 | Investment Management | $53,068 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE ST GLOBAL ADVISORS TRUST CO Service code 18 · EIN 81-4017137 | Custodial (securities); Investment ma... | $20,626 |
WASATCH ADVISORS2 years Filed as: WASATCH GLOBAL INVESTORS Service code 28 · EIN 87-0319391 | Investment Management | $16,665 |
NIXON PEABODY LLP1 year Filed as: NIXON PEABODY LLC Service code 29 · EIN 16-0764720 | Legal | $8,766 |
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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 | $164,233-100.0% | $268,676-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | -22.83% | 11.48%-34.3pp | -10.68%-12.2pp | 2.78%-25.6pp |
| Employer contribution / active EE | $0 | $5,632-100.0% | $48,995-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $1,554-100.0% | $360-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $4,366-100.0% | $1,015-100.0% |