Filed December 29, 2011 (most recent of 4 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.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWER WATSON Service code 11 · EIN 53-0181291 | Actuarial | $1,991,304 |
NISA INVESTMENT ADVISORS, LLC10+ years Filed as: NISA INVESTMENT ADVISORS Service code 51 · EIN 48-1140940 | Investment Mgmt Fees | $1,087,568 |
NORTHERN TRUST COMPANY3 years Service code 21 · EIN 36-1561860 | Bank Trustee | $447,072 |
LEGG MASON2 years Filed as: LEGG MASON INC & SUBS Service code 51 · EIN 52-1200960 | Investment Mgmt Fees | $414,713 |
Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 10 · EIN 13-5581829 | Accounting | $329,050 |
ACADIAN ASSET MANAGEMENT LLC2 years Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 04-2929221 | Investment Management | $68,478 |
Filed as: BRIDGEWAY CAPITAL MANAGEMENT, INC Service code 51 · EIN 76-0409332 | Investment Mgmt Fees | $45,508 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK & TRUST CO Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $30,545 |
MELTON & MELTON LLP1 year Filed as: MELTON & MELTON, LLP Service code 10 · EIN 74-1550819 | Accounting | $28,500 |
WEAVER AND TIDWELL, LLP2 years Filed as: WEAVER & TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $8,961 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $458,700-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 0.0%0pp |
| Annual return | -3.95% | 8.48%-12.4pp | 8.61%-12.6pp | 8.48%-12.4pp |
| Employer contribution / active EE | $1,549 | $9,949-84.4% | $33,046-95.3% | $9,949-84.4% |
| Participant deferral / active EE | $0 | $734-100.0% | $8-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $33,172-100.0% | - |