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 LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $219,558 |
Filed as: JP MORGAN INVESTMENT MGT, INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $105,978 |
WELLINGTON TRUST COMPANY2 years Service code 27 · EIN 04-2755549 | Advisory (Plan) | $97,769 |
EAGLE CAPITAL MANAGEMENT, LLC8+ years Service code 28 · EIN 22-3361201 | Investment Management | $68,988 |
NORTHERN TRUST COMPANY4 years Service code 21 · EIN 36-1561860 | Bank Trustee | $65,082 |
MONTICELLO ASSOCIATES8+ years Filed as: MONTICELLO ASSOCIATES, INC. Service code 27 · EIN 84-1205635 | Advisory (Plan) | $52,500 |
JPMORGAN INVEST HOLDINGS LLC8+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $25,071 |
ARENTFOX SCHIFF LLP1 year Service code 29 · EIN 53-0214923 | Legal | $24,679 |
GRANT THORNTON LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $22,600 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST INVESTMENTS INC Service code 28 · EIN 36-3608252 | Investment Management | $17,830 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $447,195-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 25.8%-25.8pp | 5.6%-5.6pp |
| Annual return | -14.38% | -17.00%+2.6pp | -11.06%-3.3pp | 39.82%-54.2pp |
| Employer contribution / active EE | $0 | $12,834-100.0% | $55,362-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $26-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $3,572-100.0% | $62-100.0% |