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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 16 · EIN 52-1868818 | Consulting | $377,430 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $155,199 |
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 36-2235791 | Recordkeeping | $152,619 |
Filed as: LEGAL AND GENERAL Service code 28 · EIN 35-7085469 | Investment Management | $132,849 |
Filed as: PARAMETRIC Service code 28 · EIN 20-0292745 | Investment Management | $65,493 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $38,932 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK AND TRUST CO. Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $32,990 |
LEGG MASON1 year Filed as: LEGG MASON, INC AND SUBSIDIARIES Service code 21 · EIN 52-1200960 | Bank Trustee | $24,169 |
SANDERS CAPITAL, LLC1 year Filed as: SANDERS CAPITAL LLC Service code 28 · EIN 27-0705845 | Investment Management | $24,014 |
MITCHELL & TITUS, LLP1 year Service code 10 · EIN 13-2781641 | Accounting | $16,325 |
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 | $341,093,897-100.0% | $94,563-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 0.0%0pp |
| Annual return | 17.78% | 15.22%+2.6pp | 16.32%+1.5pp | 21.83%-4.0pp |
| Employer contribution / active EE | $0 | $15,831-100.0% | $31,806-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $987-100.0% | $211-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $0 | $1,551,325-100.0% |