Filed April 29, 1994 (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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON INC Service code 11 · EIN 53-0181291 | Actuarial | $146,806 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY INVESTMENT MGMT Service code 28 · EIN 13-3040307 | Investment Management | $146,615 |
AQR GROUP OFFSHORE FUND3+ years Service code 28 · EIN 98-1032119 | Investment Management | $120,358 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $105,842 |
NEPC, LLC3+ years Service code 28 · EIN 26-1429809 | Investment Management | $103,529 |
FRANKLIN TEMPLETON3+ years Filed as: FRANKLIN TEMPLETON INVESTMENTS Service code 28 · EIN 13-2670991 | Investment Management | $70,371 |
RHUMBLINE ADVISORS3+ years Service code 28 · EIN 04-3118582 | Investment Management | $68,600 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK, NA Service code 21 · EIN 94-1347393 | Bank Trustee | $68,340 |
Service code 28 · EIN 39-1101934 | Investment Management | $67,159 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LGIMA Service code 28 · EIN 20-8058531 | Investment Management | $59,485 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $1,723,788-100.0% | $9,655,338-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 1.9%-1.9pp |
| Annual return | 15.27% | 14.20%+1.1pp | 11.12%+4.2pp | 23.90%-8.6pp |
| Employer contribution / active EE | $26 | $28,371-99.9% | $22,651-99.9% | $16,539-99.8% |
| Participant deferral / active EE | $0 | $272-100.0% | $198-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $57,986-100.0% | $18,975-100.0% |