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 INVESTMENT8+ years Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 28 · EIN 20-8058531 8755 WEST HIGGNS ROAD, SUITE 600A · CHICAGO, IL 60631 | Investment Management | $866,402 |
HEWITT ASSOCIATES LLC8+ years Service code 16 · EIN 36-2235791 P.O. BOX 39584 TREASURY CENTER · CHICAGO, IL 60694 | Consulting | $326,986 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY INVESTMENT MANAGEMEN Service code 28 · EIN 04-3222247 100 FRONT STREET, SUITE 1100 · WEST CONSHOHOCKEN, PA 19428 | Investment Management | $313,667 |
WILLIS TOWERS WATSON US LLC8+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 P.O. BOX 277669 · ATLANTA, GA 30384 | Actuarial | $266,987 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-3046063 50 SOUTH LASALLE STREET · CHICAGO, IL 60675 | Bank Trustee | $153,758 |
METLIFE LIFE INSURANCE COMPANY8+ years Filed as: METROPOLITAN WEST Service code 28 · EIN 95-4597302 P.O. BOX 515126 · LOS ANGELES, CA 90051 | Investment Management | $144,575 |
UBS FINANCIAL SERVICES INC7 years Filed as: UBS REALTY INVESTORS LLC Service code 28 · EIN 06-1452020 10 STATE HOUSE SQUARE, 15TH FLOOR · HARTFORD, CT 061033604 | Investment Management | $104,961 |
MCELROY, QUIRK, & BURCH8+ years Service code 10 · EIN 72-1086674 800 KIRBY STREET · LAKE CHARLES, LA 70601 | Accounting | $32,025 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: JP MORGAN Service code 21 · EIN 71-0930784 P.O. BOX 41784 · KANSAS CITY, MO 64141 | Bank Trustee | $28,990 |
PRICEWATERHOUSECOOPERS LLP2 years Service code 10 · EIN 13-4008324 P.O. BOX 952282 · DALLAS, TX 753952282 | Accounting | $12,325 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | - | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -18.13% | -17.19%-0.9pp | 179.55%-197.7pp | 2.78%-20.9pp |
| Employer contribution / active EE | $0 | $23,110-100.0% | $24,917-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $550-100.0% | $463-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | - | $1,015-100.0% |