Filed July 6, 1995
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 |
|---|---|---|
INCOME RESEARCH & MANAGEMENT2+ years Service code 28 · EIN 04-2955404 | Investment Management | $454,065 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: STONE HARBOR INVESTMENT PARTNERS LP Service code 28 · EIN 20-3888589 | Investment Management | $336,584 |
XEROX CORPORATION2+ years Filed as: XEROX HR SOLUTIONS, LLC Service code 13 · EIN 04-3609848 | Contract Administrator | $263,310 |
THE BANK OF NEW YORK MELLON2+ years Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $236,846 |
LEGAL & GENERAL INVESTMENT2+ years Filed as: LEGAL & GENERAL INVESTMENT MGT Service code 28 · EIN 20-8058531 | Investment Management | $179,379 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON PENNSYLVANIA Service code 16 · EIN 23-1159360 | Consulting | $94,107 |
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS, LLC Service code 11 · EIN 13-3954297 | Actuarial | $83,175 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 16 · EIN 52-1868818 | Consulting | $47,231 |
JOHN W. ODUM & ASSOCIATES, INC2+ years Service code 16 · EIN 54-2139899 | Consulting | $35,314 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $32,700 |
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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 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 | $15,875-100.0% | $209,859-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 42.7%-42.7pp | 12.6%-12.6pp |
| Annual return | 5.28% | 3.12%+2.2pp | 4.16%+1.1pp | 4.56%+0.7pp |
| Employer contribution / active EE | $0 | $10,957-100.0% | $29,966-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $13,952-100.0% | $1,711-100.0% |