Filed December 18, 1997 (most recent of 3 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 COMPANY2 years Filed as: NORTHERN TRUST CO Service code 21 · EIN 36-1561860 | Bank Trustee | $371,123 |
DODGE & COX8+ years Service code 28 · EIN 94-1441976 | Investment Management | $355,771 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MGMT CO LLC Service code 28 · EIN 33-0629048 | Investment Management | $339,678 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $129,494 |
Filed as: PERSHING LLC Service code 33 · EIN 13-2741729 | Other commissions; Securities brokerage | $73,676 |
DELOITTE & TOUCHE LLP3 years Service code 10 · EIN 13-3891517 | Accounting | $34,238 |
DOMINION ENERGY SVCS INC1 year Filed as: DOMINION ENERGY SVCS, INC Service code 14 · EIN 54-1229715 | Plan Administrator | $28,006 |
BURGISS GROUP LLC1 year Service code 27 · EIN 22-3693659 | Advisory (Plan) | $10,226 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
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 | $2,456,633-100.0% | - | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 1.5%-1.5pp |
| Annual return | -23.04% | 17.17%-40.2pp | 179.55%-202.6pp | 23.41%-46.5pp |
| Employer contribution / active EE | $0 | $11,568-100.0% | $24,917-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,827-100.0% | $463-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | - | $14,884-100.0% |