Filed November 18, 1996
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 LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $621,067 |
AON CONSULTING4 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $416,302 |
Filed as: WESTBROOK REALTY MANAGEMENT XI, L.P Service code 28 7121 FAIRWAY DR · PALM BEACH GARDENS, FL 33418 | Investment Management | $122,984 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 · EIN 42-1466678 | Securities Custodian | $75,484 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $458,700-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 0.0%0pp |
| Annual return | 18.49% | 8.48%+10.0pp | 8.61%+9.9pp | 8.48%+10.0pp |
| Employer contribution / active EE | $0 | $9,949-100.0% | $33,046-100.0% | $9,949-100.0% |
| Participant deferral / active EE | $0 | $734-100.0% | $8-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $33,172-100.0% | - |