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 LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $423,721 |
Filed as: JP MORGAN INVESTMENT MGT INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $125,630 |
WELLINGTON TRUST COMPANY1 year Service code 27 · EIN 04-2755549 | Advisory (Plan) | $109,725 |
EAGLE CAPITAL MANAGEMENT, LLC7+ years Service code 28 · EIN 22-3361201 | Investment Management | $94,370 |
MONTICELLO ASSOCIATES7+ years Filed as: MONTICELLO ASSOCIATES, INC. Service code 27 · EIN 84-1205635 | Advisory (Plan) | $87,500 |
NORTHERN TRUST COMPANY3 years Service code 21 · EIN 36-1561860 | Bank Trustee | $76,709 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $24,468 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $22,000 |
Filed as: SANDERSON ASSET MANAGEMENT LIMITED Service code 27 · EIN 13-4169008 | Advisory (Plan) | $19,759 |
SCHIFF HARDIN LLP7+ years Service code 29 · EIN 36-3184453 | Legal | $9,891 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $439,512-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 26.8%-26.8pp | 3.6%-3.6pp |
| Annual return | 7.66% | 11.44%-3.8pp | 9.07%-1.4pp | 11.84%-4.2pp |
| Employer contribution / active EE | $0 | $10,841-100.0% | $46,116-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $0 | $107-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $147,323-100.0% | $409-100.0% |