Filed September 21, 2006 (most recent of 2 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 LLC10+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $1,388,926 |
LOCUST WOOD1 year Service code 28 · EIN 92-2919567 | Investment Management | $252,709 |
NORTHERN TRUST COMPANY6 years Service code 25 · EIN 36-1561860 | Directed Trustee | $248,247 |
Filed as: CONNER, CLARK & LUNN INVEST MGMT Service code 10 · EIN 98-1299598 | Accounting | $141,260 |
MCCONNELL VALDES LLC1 year Filed as: MCCONNELL & JONES LLLP Service code 10 · EIN 76-0488832 | Accounting | $43,550 |
SEYFARTH SHAW LLP8 years Service code 29 · EIN 36-2152202 | Legal | $32,417 |
JACOBS & COMPANY1 year Filed as: JACOBS LEVY EQUITY MANAGEMENT INC Service code 28 · EIN 22-2774695 | Investment Management | $24,938 |
PACIFIC RIDGE6 years Service code 10 · EIN 27-2506725 | Accounting | $22,134 |
MONTRUSCO1 year Service code 28 · EIN 98-1361445 | Investment Management | $21,407 |
Filed as: THE BANK OF NEW YORK Service code 28 · EIN 13-2614959 | Investment Management | $15,726 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $282,424-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.9%-27.9pp | 0.0%0pp |
| Annual return | 7.62% | 7.72%-0.1pp | 3.87%+3.7pp | 7.72%-0.1pp |
| Employer contribution / active EE | $0 | $10,549-100.0% | $28,590-100.0% | $10,549-100.0% |
| Participant deferral / active EE | $0 | $275-100.0% | $13-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $8,735-100.0% | - |