Filed September 9, 1992
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.
| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Service code 16 · EIN 36-2235791 P.O. BOX 39584 TREASURY CENTER · CHICAGO, IL 60694 | Consulting | $320,922 |
LEGAL & GENERAL INVESTMENT2+ years Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 28 · EIN 20-8058531 8755 WEST HIGGNS ROAD, SUITE 600A · CHICAGO, IL 60631 | Investment Management | $210,125 |
Filed as: UBS REALTY INVESTORS LLC Service code 28 · EIN 06-1452020 10 STATE HOUSE SQUARE, 15TH FLOOR · HARTFORD, CT 061033604 | Investment Management | $198,126 |
THOMPSON, SIEGEL & WALMSLEY2+ years Service code 28 · EIN 54-0854396 P.O. BOX 6883 · RICHMOND, VA 23230 | Investment Management | $160,185 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN Service code 21 · EIN 71-0930784 P.O. BOX 41784 · KANSAS CITY, MO 64141 | Bank Trustee | $146,275 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 P.O. BOX 277669 · ATLANTA, GA 30384 | Actuarial | $145,541 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METROPOLITAN WEST Service code 28 · EIN 95-4597302 P.O. BOX 515126 · LOS ANGELES, CA 90051 | Investment Management | $131,254 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-3046063 50 SOUTH LASALLE STREET · CHICAGO, IL 60675 | Bank Trustee | $98,910 |
MCELROY, QUIRK, & BURCH2+ years Service code 10 · EIN 72-1086674 800 KIRBY STREET · LAKE CHARLES, LA 70601 | Accounting | $26,576 |
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 | $35,636-100.0% | $14,339-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.0%-17.0pp | 1.8%-1.8pp |
| Annual return | 10.05% | 3.15%+6.9pp | 1.15%+8.9pp | 7.18%+2.9pp |
| Employer contribution / active EE | $0 | $18,767-100.0% | $26,339-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $265-100.0% | $178-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $3,605-100.0% | $362-100.0% |