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 LLC5+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $1,195,332 |
FOREIGN ENTITY1 year Service code 40 | Foreign entity (e.g., an agent or bro... | $629,759 |
NORTHERN TRUST COMPANY1 year Service code 25 · EIN 36-1561860 | Directed Trustee | $215,623 |
PACIFIC RIDGE1 year Service code 10 · EIN 27-2506725 | Accounting | $132,162 |
Filed as: VAUGHAN NELSON INV MGMT LP Service code 28 · EIN 04-3304963 | Investment Management | $127,912 |
LSV ASSET MANAGEMENT1 year Filed as: LVS ASSET MAANGEMENT Service code 28 · EIN 23-2772200 | Investment Management | $116,082 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $115,090 |
Filed as: MORGAN STANLEY INV MANAGEMENT INC Service code 28 · EIN 13-3040307 | Investment Management | $104,861 |
Filed as: LLC SALIENT CAPITAL ADVISORS Service code 99 · EIN 27-2587653 | Other Fees | $87,287 |
WELLINGTON TRUST COMPANY5+ years Service code 28 · EIN 04-2755549 | Investment Management | $66,529 |
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Annual investment return 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 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 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 1.15% | 117.00%-115.9pp | 90.61%-89.5pp | 5230.06%-5228.9pp |
| Employer contribution / active EE | $0 | $5,915-100.0% | $32,730-100.0% | $10,491-100.0% |
| Participant deferral / active EE | $0 | $76-100.0% | $40-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |