Filed May 17, 2005 (most recent of 3 filings on file)
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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $424,634 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 28 · EIN 35-7085469 | Investment Management | $132,242 |
BOKF, NA7+ years Filed as: BOKF, NA DBA BANK OF TEXAS Service code 21 · EIN 73-0780382 | Bank Trustee | $80,014 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 04-6913417 | Investment Management | $79,019 |
MERCER7+ years Service code 14 · EIN 20-1932099 | Plan Administrator | $43,371 |
KPMG LLP7+ years Service code 10 · EIN 13-5565207 | Accounting | $36,600 |
Service code 28 · EIN 51-0412248 | Investment Management | $30,173 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN ASSET MGMT Service code 28 · EIN 82-3282328 | Investment Management | $11,215 |
STATE STREET GLOBAL ADVISORS2 years Service code 28 · EIN 90-0337987 | Investment Management | $7,287 |
Filed as: COLCHESTER GLOBAL INVESTORS Service code 28 · EIN 85-6583087 | Investment Management | $5,509 |
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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 | $444,552-100.0% | $54,060-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 3.7%-3.7pp |
| Annual return | 6.84% | 7.76%-0.9pp | 36.37%-29.5pp | 15.63%-8.8pp |
| Employer contribution / active EE | $9,192 | $10,188-9.8% | $37,223-75.3% | $11,476-19.9% |
| Participant deferral / active EE | $0 | $0 | $524-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $568-100.0% | $429-100.0% |