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.
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $1,195,833 |
PIMCO FUNDS9+ years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $479,328 |
WELLINGTON TRUST COMPANY9+ years Filed as: WELLINGTON MANAGEMENT CO. Service code 28 · EIN 30-0835489 | Investment Management | $420,036 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: JP MORGAN INVESTMENT MGMT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $396,255 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-2723087 | Bank Trustee | $341,774 |
ATLANTA CAPITAL MANAGEMENT9+ years Filed as: ATLANTA CAPITAL Service code 28 · EIN 58-2236910 | Investment Management | $282,227 |
WILLIAM BLAIR1 year Service code 21 150 NORTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Bank Trustee | $251,588 |
BUTZEL LONG9+ years Service code 29 · EIN 38-2384883 | Legal | $196,494 |
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $162,006 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $63,500 |
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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 | $80,293-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 0.0%0pp |
| Annual return | 11.02% | 33.11%-22.1pp | 15.31%-4.3pp | 33.11%-22.1pp |
| Employer contribution / active EE | $0 | $9,000-100.0% | $28,686-100.0% | $9,000-100.0% |
| Participant deferral / active EE | $0 | $680-100.0% | $126-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $456-100.0% | - |