Filed October 11, 1
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 LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $230,026 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: J.P. MORGAN INVESTMENT MGT INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $132,921 |
EAGLE CAPITAL MANAGEMENT, LLC6+ years Service code 28 · EIN 22-3361201 | Investment Management | $110,768 |
MONTICELLO ASSOCIATES6+ years Filed as: MONTICELLO ASSOCIATES, INC. Service code 27 · EIN 84-1205635 | Advisory (Plan) | $70,000 |
SANDERSON ASSET MANAGEMENT4 years Filed as: SANDERSON ASSET MANAGEMENT LLP Service code 27 · EIN 13-4169008 | Advisory (Plan) | $58,289 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST COMPANY, NA Service code 27 · EIN 04-2755549 | Advisory (Plan) | $39,776 |
NORTHERN TRUST COMPANY6+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $32,228 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $20,579 |
MITCHELL & TITUS, LLP2 years Service code 10 · EIN 13-2781641 | Accounting | $12,750 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST INVESTMENTS, INC. Service code 28 · EIN 36-3608252 | Investment Management | $5,031 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Employer contribution per participant 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 | $409,661-100.0% | $282,126-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 41.9%-41.9pp | 1.7%-1.7pp |
| Annual return | 8.95% | 10.83%-1.9pp | 1087.39%-1078.4pp | 627.08%-618.1pp |
| Employer contribution / active EE | $0 | $13,849-100.0% | $42,245-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $418-100.0% | $120-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,639-100.0% | $1,923-100.0% |