Filed January 23, 2006
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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN INVESTMENT MGT INC. Service code 28 · EIN 13-3200244 | Investment Management | $357,980 |
LEGAL & GENERAL INVESTMENT3+ years Service code 28 · EIN 20-8058531 | Investment Management | $263,198 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $119,302 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $103,781 |
ELLWOOD ASSOCIATES3+ years Filed as: J.H. ELLWOOD & ASSOCIATES INC. Service code 34 · EIN 36-3121777 | Valuation (appraisals, etc.); Direct ... | $64,941 |
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% | $107,664-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 1.9%-1.9pp |
| Annual return | 11.18% | 11.50%-0.3pp | 337.46%-326.3pp | 23.90%-12.7pp |
| Employer contribution / active EE | $87,558 | $12,608+594.5% | $20,191+333.6% | $16,539+429.4% |
| Participant deferral / active EE | $0 | $57-100.0% | $30-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,663-100.0% | $18,975-100.0% |