Filed January 31, 2013 (most recent of 3 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 LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $1,898,388 |
PGIM INVESTMENTS7+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $817,485 |
NISA INVESTMENT ADVISORS, LLC7+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $604,901 |
LEGAL & GENERAL INVESTMENT7+ years Filed as: LEGAL & GENERAL INVEST MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $588,756 |
WELLINGTON TRUST COMPANY7+ years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 30-0835489 | Investment Management | $445,547 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON INV SERVICES INC Service code 28 · EIN 52-1868818 | Investment Management | $201,124 |
RUSSELL TRUST COMPANY3 years Filed as: RUSSELL INVESTMENTS Service code 28 1301 SECOND AVENUE · SEATTLE, WA 98101 | Investment Management | $95,767 |
BLACKROCK1 year Filed as: BLACKROCK INST TRUST COMPANY, N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $72,526 |
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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 | $454,052-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.4%-18.4pp | 0.0%0pp |
| Annual return | 11.22% | 19.39%-8.2pp | 8.95%+2.3pp | 19.39%-8.2pp |
| Employer contribution / active EE | $0 | $8,446-100.0% | $46,559-100.0% | $8,446-100.0% |
| Participant deferral / active EE | $0 | $353-100.0% | $131-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $19,831-100.0% | - |