Filed March 8, 1995
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 |
|---|---|---|
Filed as: CBIZ Service code 15 · EIN 31-1582098 | Recordkeeping | $672,600 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $339,824 |
NORTHERN TRUST COMPANY6 years Filed as: NORTHERN TRUST Service code 28 · EIN 36-1561860 | Investment Management | $309,983 |
JPMORGAN INVEST HOLDINGS LLC8+ years Filed as: JPMORGAN CHASE Service code 21 · EIN 13-4994650 | Bank Trustee | $32,000 |
FISHER INVESTMENTS1 year Filed as: FISHER CUNNANE Service code 10 · EIN 23-3060583 | Accounting | $13,900 |
Filed as: INDEPENDENT INSURANCE ANALYSTS Service code 49 19 PROSPECT RDG · SIMSBURY, CT 06070 | Other Services | $7,500 |
LEXIS NEXIS4 years Filed as: LEXISNEXIS Service code 16 112-118 WEST 20TH STREET · NEW YORK, NY 10011 | Consulting | $5,473 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $247,120-100.0% | $213,834-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 28.7%-28.7pp | 12.2%-12.2pp | 44.4%-44.4pp |
| Annual return | -14.81% | -11.83%-3.0pp | -5.12%-9.7pp | -14.65%-0.2pp |
| Employer contribution / active EE | $0 | $42,640-100.0% | $31,020-100.0% | $46,322-100.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $3,703-100.0% | $2,852-100.0% | $14,582-100.0% |