Filed July 17, 2013 (most recent of 7 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $1,592,226 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 27 · EIN 48-1140940 | Advisory (Plan) | $573,794 |
NORTHERN TRUST COMPANY5 years Service code 21 · EIN 36-1561860 | Bank Trustee | $492,512 |
ARROWMARK PARTNERS1 year Filed as: ARROWMARK COLORADO HOLDINGS LLC Service code 28 · EIN 39-2068140 | Investment Management | $421,480 |
ARROWSTREET CAPITAL5 years Filed as: ARROWSTREET CAPITAL, L.P. Service code 28 · EIN 04-3472863 | Investment Management | $221,225 |
LAZARD ASSET MANAGEMENT1 year Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $206,868 |
BLACKROCK1 year Filed as: BLACKROCK INSTL TRUST COMPANY N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $199,924 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 17 · EIN 52-1868818 | Pension Consulting | $145,500 |
THOMPSON HINE1 year Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $78,394 |
PLANTE & MORAN, PLLC5 years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $74,000 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $369,410-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 29.4%-29.4pp | 0.0%0pp |
| Annual return | 3.64% | 19.39%-15.7pp | 8.29%-4.6pp | 19.39%-15.7pp |
| Employer contribution / active EE | $0 | $8,446-100.0% | $40,774-100.0% | $8,446-100.0% |
| Participant deferral / active EE | $0 | $353-100.0% | $26-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $4,495-100.0% | - |