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 INVESTMENT9+ years Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 28 · EIN 20-8058531 8755 WEST HIGGNS ROAD, SUITE 600A · CHICAGO, IL 60631 | Investment Management | $388,368 |
HEWITT ASSOCIATES LLC9+ years Service code 16 · EIN 36-2235791 P.O. BOX 39584 TREASURY CENTER · CHICAGO, IL 60694 | Consulting | $303,253 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY INVESTMENT MANAGEMEN Service code 28 · EIN 04-3222247 100 FRONT STREET, SUITE 1100 · WEST CONSHOHOCKEN, PA 19428 | Investment Management | $282,622 |
WILLIS TOWERS WATSON US LLC9+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 P.O. BOX 277669 · ATLANTA, GA 30384 | Actuarial | $230,592 |
UBS FINANCIAL SERVICES INC8 years Filed as: UBS REALTY INVESTORS LLC Service code 28 · EIN 06-1452020 10 STATE HOUSE SQUARE, 15TH FLOOR · HARTFORD, CT 061033604 | Investment Management | $163,510 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-3046063 50 SOUTH LASALLE STREET · CHICAGO, IL 60675 | Bank Trustee | $123,679 |
METLIFE LIFE INSURANCE COMPANY9+ years Filed as: METROPOLITAN WEST Service code 28 · EIN 95-4597302 P.O. BOX 515126 · LOS ANGELES, CA 90051 | Investment Management | $86,000 |
MCELROY, QUIRK, & BURCH9+ years Service code 10 · EIN 72-1086674 800 KIRBY STREET · LAKE CHARLES, LA 70601 | Accounting | $32,025 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: JP MORGAN Service code 21 · EIN 71-0930784 P.O. BOX 41784 · KANSAS CITY, MO 64141 | Bank Trustee | $14,568 |
PRICEWATERHOUSECOOPERS LLP3 years Service code 10 · EIN 13-4008324 P.O. BOX 952282 · DALLAS, TX 753952282 | Accounting | $11,050 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $191,373-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 2.3%-2.3pp |
| Annual return | 8.89% | 9.42%-0.5pp | 8.46%+0.4pp | 37.77%-28.9pp |
| Employer contribution / active EE | $40,224 | $16,284+147.0% | $25,175+59.8% | $15,798+154.6% |
| Participant deferral / active EE | $0 | $512-100.0% | $181-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $730-100.0% | $9,287-100.0% |