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 LLC9+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $1,256,732 |
NORTHERN TRUST COMPANY5 years Service code 25 · EIN 36-1561860 | Directed Trustee | $219,106 |
LAZARD ASSET MANAGEMENT3 years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $108,997 |
PACIFIC RIDGE5 years Service code 10 · EIN 27-2506725 | Accounting | $89,226 |
LSV ASSET MANAGEMENT4 years Service code 28 · EIN 23-2772200 | Investment Management | $65,642 |
Filed as: CONNER, CLARK & LUNN INVESTMENT Service code 10 · EIN 98-1299598 | Accounting | $35,317 |
SEYFARTH SHAW LLP7 years Service code 29 · EIN 36-2152202 | Legal | $8,531 |
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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 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 6.39% | 8.48%-2.1pp | 9.82%-3.4pp | 8.48%-2.1pp |
| Employer contribution / active EE | $0 | $9,949-100.0% | $30,322-100.0% | $9,949-100.0% |
| Participant deferral / active EE | $0 | $734-100.0% | $66-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |