Filed May 10, 2005 (most recent of 4 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 |
|---|---|---|
Service code 28 · EIN 95-4597302 | Investment Management | $173,406 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON Service code 17 · EIN 52-1868818 | Pension Consulting | $142,043 |
JPMCB STRATEGIC PROPERTY FUND1+ years Service code 24 · EIN 13-4994650 | Discretionary Trustee | $138,997 |
LUTHER KING CAPITAL MANAGEMENT1+ years Filed as: LUTHER KING CAPITAL MANAGEMENT CORP Service code 51 · EIN 75-1630300 | Investment Mgmt Fees | $114,760 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $60,430 |
STATE STREET GLOBAL ADVISORS1+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $13,664 |
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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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 3.12% | 5.13%-2.0pp | 4.74%-1.6pp | 7.18%-4.1pp |
| Employer contribution / active EE | $14,977 | $14,689+2.0% | $36,089-58.5% | $13,095+14.4% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |