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 LLC5+ years Service code 16 · EIN 36-2235791 P.O. BOX 39584 TREASURY CENTER · CHICAGO, IL 60694 | Consulting | $339,102 |
LEGAL & GENERAL INVESTMENT5+ years Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 28 · EIN 20-8058531 8755 WEST HIGGNS ROAD, SUITE 600A · CHICAGO, IL 60631 | Investment Management | $310,335 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS REALTY INVESTORS LLC Service code 28 · EIN 06-1452020 10 STATE HOUSE SQUARE, 15TH FLOOR · HARTFORD, CT 061033604 | Investment Management | $168,766 |
METLIFE LIFE INSURANCE COMPANY5+ years Filed as: METROPOLITAN WEST Service code 28 · EIN 95-4597302 P.O. BOX 515126 · LOS ANGELES, CA 90051 | Investment Management | $157,677 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 P.O. BOX 277669 · ATLANTA, GA 30384 | Actuarial | $130,114 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-3046063 50 SOUTH LASALLE STREET · CHICAGO, IL 60675 | Bank Trustee | $110,251 |
MCELROY, QUIRK, & BURCH5+ years Service code 10 · EIN 72-1086674 800 KIRBY STREET · LAKE CHARLES, LA 70601 | Accounting | $31,095 |
THOMPSON, SIEGEL & WALMSLEY5+ years Service code 28 · EIN 54-0854396 P.O. BOX 6883 · RICHMOND, VA 23230 | Investment Management | $14,305 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: JP MORGAN Service code 21 · EIN 71-0930784 P.O. BOX 41784 · KANSAS CITY, MO 64141 | Bank Trustee | $12,854 |
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 | $3,370,408-100.0% | - | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 1.2%-1.2pp |
| Annual return | 19.24% | 20.56%-1.3pp | 13.45%+5.8pp | 53.27%-34.0pp |
| Employer contribution / active EE | $23,825 | $25,506-6.6% | $26,057-8.6% | $14,774+61.3% |
| Participant deferral / active EE | $0 | $645-100.0% | $181-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | - | $13,289-100.0% |