Filed November 26, 2001
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWER WATSON Service code 11 · EIN 53-0181291 | Actuarial | $807,736 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $168,122 |
AON CONSULTING6 years Filed as: AON SERVICE CORPORATION Service code 64 · EIN 36-3051915 | Recordkeeping Fees | $147,803 |
BLACKROCK2 years Service code 21 · EIN 30-0587659 | Bank Trustee | $44,499 |
Filed as: MCCONNELL &JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $28,615 |
Filed as: PARAMETRIC Service code 28 · EIN 20-0292745 | Investment Management | $27,515 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 3.25% | 7.96%-4.7pp | 5.04%-1.8pp | 8.76%-5.5pp |
| Employer contribution / active EE | $37,367 | $15,125+147.1% | $26,454+41.2% | $16,664+124.2% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |