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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT SERVICE Service code 16 · EIN 52-1868818 | Consulting | $314,096 |
PIMCO FUNDS3 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $205,117 |
LEGAL & GENERAL INVESTMENT2 years Service code 28 · EIN 20-8058531 | Investment Management | $149,748 |
ALIGHT SOLUTIONS LLC4 years Service code 15 · EIN 36-2235791 | Recordkeeping | $140,151 |
Filed as: PARAMETRIC Service code 28 · EIN 20-0292745 | Investment Management | $28,817 |
Filed as: STATE STREET BANK & TRUST CO. Service code 21 · EIN 04-1867445 | Bank Trustee | $18,270 |
MITCHELL & TITUS, LLP3 years Service code 10 · EIN 13-2781641 | Accounting | $17,958 |
LEGG MASON3 years Filed as: LEGG MASON, INC AND SUBSIDIARIES Service code 21 · EIN 52-1200960 | Bank Trustee | $15,181 |
Annual investment return 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 | $444,552-100.0% | $490,804-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 3.7%-3.7pp |
| Annual return | 6.52% | 14.11%-7.6pp | 14.84%-8.3pp | 15.63%-9.1pp |
| Employer contribution / active EE | $0 | $13,673-100.0% | $37,950-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $1-100.0% | $127-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $1-100.0% | $429-100.0% |