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.
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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC6+ years Service code 16 · EIN 36-2235791 P.O. BOX 39584 TREASURY CENTER · CHICAGO, IL 60694 | Consulting | $335,685 |
LEGAL & GENERAL INVESTMENT6+ years Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 28 · EIN 20-8058531 8755 WEST HIGGNS ROAD, SUITE 600A · CHICAGO, IL 60631 | Investment Management | $325,174 |
METLIFE LIFE INSURANCE COMPANY6+ years Filed as: METROPOLITAN WEST Service code 28 · EIN 95-4597302 P.O. BOX 515126 · LOS ANGELES, CA 90051 | Investment Management | $167,023 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS REALTY INVESTORS LLC Service code 28 · EIN 06-1452020 10 STATE HOUSE SQUARE, 15TH FLOOR · HARTFORD, CT 061033604 | Investment Management | $140,164 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 P.O. BOX 277669 · ATLANTA, GA 30384 | Actuarial | $117,430 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-3046063 50 SOUTH LASALLE STREET · CHICAGO, IL 60675 | Bank Trustee | $111,837 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY INVESTMENT MANAGEMEN Service code 28 · EIN 04-3222247 100 FRONT STREET, SUITE 1100 · WEST CONSHOHOCKEN, PA 19428 | Investment Management | $42,000 |
MCELROY, QUIRK, & BURCH6+ years Service code 10 · EIN 72-1086674 800 KIRBY STREET · LAKE CHARLES, LA 70601 | Accounting | $30,800 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: JP MORGAN Service code 21 · EIN 71-0930784 P.O. BOX 41784 · KANSAS CITY, MO 64141 | Bank Trustee | $12,240 |
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Employer contribution per participant 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.
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 | $2,822,362-100.0% | $733,756-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 0.6%-0.6pp |
| Annual return | 13.45% | 14.11%-0.7pp | 8.35%+5.1pp | 11.45%+2.0pp |
| Employer contribution / active EE | $1,472 | $29,055-94.9% | $27,010-94.6% | $17,219-91.5% |
| Participant deferral / active EE | $0 | $297-100.0% | $180-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $19,421-100.0% | $15,480-100.0% |