Filed August 11, 1992
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 |
|---|---|---|
PIMCO FUNDS1 year Filed as: PACIFIC MANAGEMENT INVESTMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $264,040 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: WILLIS TOWERS WATSON INV Service code 17 · EIN 52-1868818 | Pension Consulting | $133,805 |
PENSION ASSURANCE LLP2+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 23 · EIN 52-1042410 | Insurance services | $61,248 |
ELLWOOD ASSOCIATES1 year Filed as: J. H. ELLWOOD & ASSOCIATES INC. Service code 17 · EIN 36-3121777 | Pension Consulting | $24,389 |
WINSTON & STRAWN LLP2+ years Filed as: WINSTON & STRAWN Service code 29 · EIN 39-1975990 | Legal | $15,330 |
Service code 17 · EIN 20-5846369 | Pension Consulting | $11,250 |
BAKER TILLY US, LLP2+ years Filed as: BAKER TILLY VIRCHOW KRAUSE & CO Service code 10 · EIN 39-0859910 | Accounting | $9,748 |
NORTHERN TRUST COMPANY2+ years Service code 49 · EIN 36-1561860 | Other Services | $956 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $532,482-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 88.5%-88.5pp | 0.0%0pp |
| Annual return | 51.54% | 8.65%+42.9pp | 0.55%+51.0pp | 8.65%+42.9pp |
| Employer contribution / active EE | $0 | $6,737-100.0% | $37,690-100.0% | $6,737-100.0% |
| Participant deferral / active EE | $0 | $27-100.0% | $3,301-100.0% | $27-100.0% |
| Admin fee / account holder | $0 | $0 | $1,977-100.0% | - |