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 |
|---|---|---|
LEGAL & GENERAL INVESTMENT4+ years Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 28 · EIN 20-8058531 8755 WEST HIGGNS ROAD, SUITE 600A · CHICAGO, IL 60631 | Investment Management | $713,969 |
HEWITT ASSOCIATES LLC4+ years Service code 16 · EIN 36-2235791 P.O. BOX 39584 TREASURY CENTER · CHICAGO, IL 60694 | Consulting | $332,141 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS REALTY INVESTORS LLC Service code 28 · EIN 06-1452020 10 STATE HOUSE SQUARE, 15TH FLOOR · HARTFORD, CT 061033604 | Investment Management | $168,308 |
METLIFE LIFE INSURANCE COMPANY4+ years Filed as: METROPOLITAN WEST Service code 28 · EIN 95-4597302 P.O. BOX 515126 · LOS ANGELES, CA 90051 | Investment Management | $150,086 |
THOMPSON, SIEGEL & WALMSLEY4+ years Service code 28 · EIN 54-0854396 P.O. BOX 6883 · RICHMOND, VA 23230 | Investment Management | $143,279 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 P.O. BOX 277669 · ATLANTA, GA 30384 | Actuarial | $131,473 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-3046063 50 SOUTH LASALLE STREET · CHICAGO, IL 60675 | Bank Trustee | $111,652 |
MCELROY, QUIRK, & BURCH4+ years Service code 10 · EIN 72-1086674 800 KIRBY STREET · LAKE CHARLES, LA 70601 | Accounting | $28,517 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: JP MORGAN Service code 21 · EIN 71-0930784 P.O. BOX 41784 · KANSAS CITY, MO 64141 | Bank Trustee | $10,536 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $18,026,966-100.0% | $221,583-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 1.8%-1.8pp |
| Annual return | -6.97% | -5.24%-1.7pp | -6.55%-0.4pp | 0.19%-7.2pp |
| Employer contribution / active EE | $20,148 | $21,507-6.3% | $21,653-6.9% | $13,763+46.4% |
| Participant deferral / active EE | $0 | $326-100.0% | $160-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $1,920-100.0% | $426-100.0% |