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 LLC3 years Filed as: TOWERS WATSON INVESTMENT SERVICE Service code 16 · EIN 52-1868818 | Consulting | $329,431 |
PIMCO FUNDS4 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $144,932 |
ALIGHT SOLUTIONS LLC5 years Service code 15 · EIN 36-2235791 | Recordkeeping | $95,194 |
NORTHERN TRUST COMPANY4 years Service code 21 · EIN 36-1561860 | Bank Trustee | $78,721 |
LEGAL & GENERAL INVESTMENT3 years Service code 28 · EIN 20-8058531 | Investment Management | $71,534 |
Filed as: PARAMETRIC Service code 28 · EIN 20-0292745 | Investment Management | $19,793 |
MITCHELL & TITUS, LLP4 years Service code 10 · EIN 13-2781641 | Accounting | $17,958 |
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 | $2,456,633-100.0% | - | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 0.0%0pp | 1.5%-1.5pp |
| Annual return | -17.13% | -13.54%-3.6pp | 22.50%-39.6pp | 23.41%-40.5pp |
| Employer contribution / active EE | $9,104 | $14,842-38.7% | $33,849-73.1% | $12,650-28.0% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | - | $14,884-100.0% |