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 LLC2+ years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 23-1159360 1301 MCKINNEY STREET SUITE 3000 · HOUSTON, TX 77010 | Consulting | $1,733,335 |
RIDGEWORTH2+ years Filed as: KAYNE ANDERSON RUDNICK INVESTMENT Service code 28 · EIN 95-4575414 1800 AVENUE OF THE STARS 3RD FLOOR · LOS ANGELES, CA 90067 | Investment Management | $196,353 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 525 MARKET STREET 10TH FLOOR · SAN FRANCISCO, CA 94105 | Investment Management | $143,965 |
WELLINGTON TRUST COMPANY2+ years Service code 28 · EIN 46-6517122 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $139,849 |
FRANKLIN TEMPLETON2+ years Filed as: FRANKLIN TEMPLETON INVESTMENTS Service code 28 · EIN 13-5599989 ONE FRANKLIN PARKWAY · SAN MATEO, CA 94403 | Investment Management | $133,233 |
SALIENT CAPITAL ADVISORS LLC2+ years Service code 28 · EIN 27-2587653 4265 SAN FELIPE 8TH FLOOR · HOUSTON, TX 77027 | Investment Management | $94,174 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: GRANITE INVESTMENT PARTNERS Service code 28 · EIN 27-0225271 2321 ROSECRANS AVE SUITE 4200 · EL SEGUNDO, CA 90245 | Investment Management | $92,323 |
Service code 18 · EIN 13-5160382 500 GRANT STREET ONE MELLON CENTER · PITTSBURGH, PA 15258 | Custodial (other than securities); Cu... | $76,651 |
VAUGHAN NELSON INVESTMENT MGMT2+ years Filed as: VAUGHAN NELSON INVESTMENT Service code 28 · EIN 04-3304963 600 TRAVIS SUITE 6300 · HOUSTON, TX 77002 | Investment Management | $75,978 |
Filed as: GRACE HAMILTON & ASSOCIATES Service code 28 · EIN 76-0589652 1401 MCKINNEY ST · HOUSTON, TX 77010 | Investment Management | $70,065 |
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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 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 12.99% | 14.80%-1.8pp | 10.16%+2.8pp | 16.32%-3.3pp |
| Employer contribution / active EE | $0 | $5,344-100.0% | $33,192-100.0% | $12,766-100.0% |
| Participant deferral / active EE | $0 | $48-100.0% | $66-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |