Filed October 18, 2004 (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 |
|---|---|---|
SAGE ADVISORY SERVICES3 years Service code 28 · EIN 74-2798841 | Investment Management | $254,362 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $173,086 |
MONROE BANK & TRUST3 years Service code 28 · EIN 38-0847680 | Investment Management | $61,396 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 28 · EIN 26-4310632 | Investment Management | $25,216 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLIN TEMPLETON PORTFOLIO ADV. Service code 28 · EIN 94-2480161 | Investment Management | $14,599 |
NORTHERN TRUST COMPANY3 years Service code 21 · EIN 36-1561860 | Bank Trustee | $9,763 |
GILMORE JASION MAHLER, LTD3 years Filed as: GILMORE, JASION & MAHLER, LTD Service code 10 · EIN 34-1827159 | Accounting | $9,250 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 28 270 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $8,554 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $157,466-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 1.8%-1.8pp |
| Annual return | -3.76% | 7.01%-10.8pp | 12.68%-16.4pp | 0.19%-3.9pp |
| Employer contribution / active EE | $0 | $12,638-100.0% | $22,860-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $554-100.0% | $123-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $2,825-100.0% | $426-100.0% |