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 |
|---|---|---|
NORTHERN TRUST COMPANY1 year Service code 28 · EIN 36-1561860 | Investment Management | $1,137,751 |
AON CONSULTING3 years Filed as: AON PLC Service code 49 · EIN 22-2232264 | Other Services | $762,106 |
Filed as: SILCHESTER INTL INVESTORS LLP Service code 28 · EIN 36-7045783 | Investment Management | $473,072 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: J.P. MORGAN Service code 28 · EIN 13-6038770 | Investment Management | $439,327 |
NISA INVESTMENT ADVISORS, LLC4+ years Service code 28 · EIN 48-1140940 | Investment Management | $321,872 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $300,174 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK N.A. Service code 25 · EIN 94-1347393 | Directed Trustee | $209,662 |
CROWE LLP4+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $36,900 |
BAKER & MCKENZIE LLP4+ years Filed as: BAKER AND MCKENZIE, LLP Service code 29 · EIN 36-2137456 | Legal | $11,124 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS Service code 17 · EIN 82-1061233 | Pension Consulting | $6,000 |
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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 | $21,578,776-100.0% | $157,466-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | -5.95% | 201.32%-207.3pp | 12.68%-18.6pp | 33.37%-39.3pp |
| Employer contribution / active EE | $0 | $10,877-100.0% | $22,860-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $658-100.0% | $123-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,825-100.0% | $99,113-100.0% |