Filed March 20, 2000
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 |
|---|---|---|
WINSTON & STRAWN LLP7 years Service code 29 · EIN 04-3603790 | Legal | $179,682 |
Filed as: JOHN HANCOCK RETIREMENT SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $77,532 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY Service code 10 · EIN 39-0859910 | Accounting | $26,800 |
AMERICAN FUNDS4 years Filed as: CAPITAL STRATEGIES GROUP, INC. Service code 27 · EIN 63-1207374 | Advisory (Plan) | $18,566 |
EVERCORE TRUST COMPANY2 years Filed as: EVERCORE GROUP Service code 27 · EIN 27-2635011 | Advisory (Plan) | $0 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS Service code 27 · EIN 53-0181291 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $468,795-100.0% | $162,639-100.0% | $468,795-100.0% |
| Participation rate | 0.0% | 85.5%-85.5pp | 100.0%-100.0pp | 85.5%-85.5pp |
| Annual return | 0.20% | 39.95%-39.8pp | 9.68%-9.5pp | 39.95%-39.8pp |
| Employer contribution / active EE | $0 | $28,085-100.0% | $27,354-100.0% | $28,085-100.0% |
| Participant deferral / active EE | $0 | $10,110-100.0% | - | $10,110-100.0% |
| Admin fee / account holder | $0 | $8,110-100.0% | $699-100.0% | $8,110-100.0% |