Filed August 1, 2001
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 |
|---|---|---|
Filed as: WILLIS TOWERS Service code 11 26555 EVERGREEN RD STE 1600 · SOUTHFIELD, MI 48076 | Actuarial | $180,303 |
INCOME RESEARCH & MANAGEMENT2 years Filed as: INCOME RESEARCH & MANAGEMENT INC Service code 27 · EIN 04-2955404 | Advisory (Plan) | $57,898 |
MARQUETTE ASSOCIATES9 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $50,000 |
PNC BANK, N.A.10+ years Filed as: PNC BANK NA Service code 21 · EIN 25-1211909 | Bank Trustee | $32,656 |
DWS FUNDS1 year Filed as: RREEF AMERICA II LP Service code 27 222 S. RIVERSIDE PLAZA · CHICAGO, IL 60606 | Advisory (Plan) | $26,536 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $25,279 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $104,795-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 0.0%0pp |
| Annual return | 6.39% | 10.52%-4.1pp | 12.12%-5.7pp | 10.52%-4.1pp |
| Employer contribution / active EE | $0 | $15,140-100.0% | $33,582-100.0% | $15,140-100.0% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $0-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $130-100.0% | - |