Filed September 20, 2001 (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 |
|---|---|---|
Filed as: SILCHESTER Service code 28 · EIN 36-7045783 | Investment Management | $643,863 |
AON CONSULTING2 years Filed as: AON PLC Service code 49 · EIN 22-2232264 | Other Services | $617,436 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $565,249 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: J.P. MORGAN Service code 28 · EIN 13-6038770 | Investment Management | $455,887 |
GOLDEN CAPITAL MANAGEMENT3+ years Service code 28 · EIN 56-2210064 | Investment Management | $272,005 |
NISA INVESTMENT ADVISORS, LLC3+ years Service code 28 · EIN 48-1140940 | Investment Management | $254,294 |
Service code 28 · EIN 04-6566648 | Investment Management | $246,562 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK N.A. Service code 25 · EIN 94-1347393 | Directed Trustee | $212,444 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $71,643 |
BAKER & MCKENZIE LLP3+ years Filed as: BAKER AND MCKENZIE, LLP Service code 29 · EIN 36-2137456 | Legal | $57,133 |
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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 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 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 16.67% | 15.82%+0.8pp | 16.78%-0.1pp | 17.84%-1.2pp |
| Employer contribution / active EE | $0 | $19,885-100.0% | $26,328-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |