Filed December 29, 1993 (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.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC Service code 12 · EIN 53-0181291 | Direct payment from the plan; Claims ... | $10,237,603 |
MFS INVESTMENT MANAGEMENT2+ years Filed as: MFS INSTITUTIONAL ADVISORS Service code 28 · EIN 02-0507414 | Investment Management | $1,586,993 |
GENESIS ASSET MANAGERS LLP2+ years Filed as: GENESIS GROUP Service code 28 · EIN 98-0425770 | Investment Management | $1,421,803 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN INVESTMENT MGMT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,383,710 |
NISA INVESTMENT ADVISORS, LLC2+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $1,118,294 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $957,626 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT Service code 28 · EIN 22-2540245 | Investment Management | $931,402 |
MONDRIAN INVESTMENT GROUP2+ years Filed as: MONDRIAN INVESTMENT PARTNERS LP Service code 28 · EIN 98-0117968 | Investment Management | $861,250 |
AKSIA LLC2+ years Filed as: AKSIA Service code 28 · EIN 20-5385739 | Investment Management | $781,565 |
ARTISAN PARTNERS2+ years Service code 28 · EIN 30-0551775 | Investment Management | $775,165 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
| Category | Counterparty | Relationship / Terms | Address | Amount |
|---|---|---|---|---|
| Part 3 Non-exempt transaction | WELLS CAPITAL MGMT | INVESTMENT MANAGER POTENTIAL VIOLATION OF ERISA SECT 406(B)(1) INVOLVING AN EXT OF CREDIT AS A RESULT OF BOND PURCH | — | $0 |
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 | $40,289-100.0% | $500,101-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.3%-21.3pp | 4.2%-4.2pp |
| Annual return | 6.78% | 10.64%-3.9pp | 2.08%+4.7pp | 10.64%-3.9pp |
| Employer contribution / active EE | $0 | $11,561-100.0% | $47,324-100.0% | $11,561-100.0% |
| Participant deferral / active EE | $0 | $347-100.0% | $78-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $1,916-100.0% | $312-100.0% |