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 LLC3+ years Filed as: TOWERS WATSON DELAWARE INC Service code 12 · EIN 53-0181291 | Direct payment from the plan; Contrac... | $8,574,694 |
MFS INVESTMENT MANAGEMENT3+ years Filed as: MFS INSTITUTIONAL ADVISORS Service code 28 · EIN 02-0507414 | Investment Management | $1,607,673 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT Service code 28 · EIN 22-2540245 | Investment Management | $1,414,523 |
NISA INVESTMENT ADVISORS, LLC3+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $1,239,721 |
Service code 28 · EIN 22-3163872 | Investment Management | $1,238,344 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $1,023,337 |
PEREGRINE CAPITAL MANAGEMENT2 years Filed as: PEREGRINE CAPITAL MGMT Service code 28 · EIN 41-6257136 | Investment Management | $989,222 |
Filed as: MONDRIAN INVESTMENT PARTNERS LTD Service code 28 · EIN 98-0117968 | Investment Management | $904,660 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN INVESTMENT MGMT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $791,600 |
ARTISAN PARTNERS1 year Filed as: ARTISAN PARTNERS LP Service code 28 · EIN 30-0551775 | Investment Management | $784,876 |
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 | $14,491,905-100.0% | $1,637,423-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 5.3%-5.3pp | 5.3%-5.3pp |
| Annual return | 11.63% | 1057.21%-1045.6pp | 15.63%-4.0pp | 1057.21%-1045.6pp |
| Employer contribution / active EE | $0 | $14,374-100.0% | $56,677-100.0% | $14,374-100.0% |
| Participant deferral / active EE | $0 | $351-100.0% | $93-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $0 | $81,210-100.0% |