Filed January 29, 1998
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $1,047,978 |
WELLINGTON TRUST COMPANY10+ years Filed as: WELLINGTON MANAGEMENT CO. Service code 28 · EIN 30-0835489 | Investment Management | $711,522 |
PIMCO FUNDS10+ years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $706,063 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: JP MORGAN INVESTMENT MGMT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $611,783 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-2723087 | Bank Trustee | $371,899 |
ATLANTA CAPITAL MANAGEMENT10+ years Filed as: ATLANTA CAPITAL Service code 28 · EIN 58-2236910 | Investment Management | $299,066 |
CAPFINANCIAL PARTNERS LLC8 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $167,623 |
BDO USA, LLP3 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $63,500 |
WILLIAM BLAIR2 years Service code 21 150 NORTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Bank Trustee | $60,072 |
BUTZEL LONG10+ years Service code 29 · EIN 38-2384883 | Legal | $14,200 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | -0.21% | 8.48%-8.7pp | 6.70%-6.9pp | 8.48%-8.7pp |
| Employer contribution / active EE | $0 | $9,949-100.0% | $25,217-100.0% | $9,949-100.0% |
| Participant deferral / active EE | $0 | $734-100.0% | $47-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |