Filed December 24, 2004 (most recent of 6 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 |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 36-2235791 | Recordkeeping | $2,165,005 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT SERVICES I Service code 16 · EIN 52-1868818 | Consulting | $1,688,777 |
Filed as: PARAMETRIC Service code 28 · EIN 20-0292745 | Investment Management | $348,243 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $326,717 |
Filed as: LEGAL AND GENERAL Service code 28 · EIN 35-7085469 | Investment Management | $304,769 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $205,743 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK AND TRUST CO. Service code 18 · EIN 04-1867445 | Direct payment from the plan; Investm... | $171,764 |
LEGG MASON1 year Filed as: LEGG MASON, INC AND SUBSIDIARIES Service code 21 · EIN 52-1200960 | Bank Trustee | $161,810 |
SANDERS CAPITAL, LLC1 year Filed as: SANDERS CAPITAL LLC Service code 28 · EIN 27-0705845 | Investment Management | $150,855 |
Service code 28 · EIN 81-4017137 | Investment Management | $93,688 |
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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 | $894,319,009-100.0% | $94,563-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 0.0%0pp |
| Annual return | 16.02% | 24.48%-8.5pp | 16.32%-0.3pp | 24.48%-8.5pp |
| Employer contribution / active EE | $0 | $9,418-100.0% | $31,806-100.0% | $9,418-100.0% |
| Participant deferral / active EE | $0 | $501-100.0% | $211-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $0 | $2,968,729-100.0% |