Filed June 7, 2010 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Service code 17 · EIN 53-0181291 | Pension Consulting | $1,245,003 |
PIMCO FUNDS5 years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $1,100,156 |
Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $467,063 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $438,342 |
NORTHERN TRUST COMPANY5 years Service code 21 · EIN 36-1561860 | Bank Trustee | $305,410 |
Filed as: METLIFE Service code 28 · EIN 13-4075851 | Investment Management | $262,234 |
MERCER5 years Service code 11 · EIN 13-2834414 | Actuarial | $172,784 |
AON CONSULTING5 years Service code 11 · EIN 36-3109431 | Actuarial | $107,604 |
BLACKROCK5 years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 28 · EIN 13-3806691 | Investment Management | $52,337 |
SEYFARTH SHAW LLP5 years Service code 29 · EIN 36-2152202 | Legal | $26,408 |
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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 | $0 | $788,447-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -12.43% | -14.80%+2.4pp | -3.21%-9.2pp | -14.80%+2.4pp |
| Employer contribution / active EE | $0 | $8,996-100.0% | $46,051-100.0% | $8,996-100.0% |
| Participant deferral / active EE | $0 | $455-100.0% | $31-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $46,258-100.0% | - |