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+ years Filed as: PACIFIC INVESTMENT MAGAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $121,995 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON INVESTMENT Service code 17 · EIN 53-0181291 | Pension Consulting | $61,848 |
PENSION ASSURANCE LLP1+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 23 · EIN 52-1042410 | Insurance services | $46,621 |
ELLWOOD ASSOCIATES1+ years Filed as: JH ELWOOD & ASSOCIATES Service code 17 · EIN 36-3121777 | Pension Consulting | $19,273 |
NORTHERN TRUST COMPANY1+ years Service code 49 · EIN 36-1561860 | Other Services | $19,149 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW & KRAUSE CO Service code 10 · EIN 39-0859910 | Accounting | $8,133 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $367,814-100.0% | $497,499-100.0% | $367,814-100.0% |
| Participation rate | 0.0% | 99.6%-99.6pp | 76.7%-76.7pp | 99.6%-99.6pp |
| Annual return | -2.46% | 1.31%-3.8pp | 95.41%-97.9pp | 1.31%-3.8pp |
| Employer contribution / active EE | $0 | $37,256-100.0% | $41,136-100.0% | $37,256-100.0% |
| Participant deferral / active EE | $0 | $0 | $4,925-100.0% | $0 |
| Admin fee / account holder | $0 | $0 | $389-100.0% | $0 |