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.
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENT MGMT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $2,495,457 |
Filed as: WILLIS TOWER WATSON Service code 11 · EIN 53-0181291 | Actuarial | $2,253,846 |
NORTHERN TRUST COMPANY2 years Service code 21 · EIN 36-1561860 | Bank Trustee | $1,547,379 |
NISA INVESTMENT ADVISORS, LLC9+ years Filed as: NISA INVESTMENT ADVISORS Service code 51 · EIN 48-1140940 | Investment Mgmt Fees | $687,079 |
Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 10 · EIN 13-5581829 | Accounting | $455,483 |
LEGG MASON1 year Filed as: LEGG MASON INC & SUBS Service code 51 · EIN 52-1200960 | Investment Mgmt Fees | $455,084 |
Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 04-2929221 | Investment Management | $92,418 |
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $51,923 |
Filed as: STATE STREET BANK & TRUST CO Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $31,858 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER & TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $16,171 |
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Employer contribution per participant 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 | $398,892-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 54.1%-54.1pp | 0.0%0pp |
| Annual return | 6.18% | 33.11%-26.9pp | 8.56%-2.4pp | 33.11%-26.9pp |
| Employer contribution / active EE | $1,909 | $9,000-78.8% | $37,135-94.9% | $9,000-78.8% |
| Participant deferral / active EE | $0 | $680-100.0% | $18-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $77,551-100.0% | - |