Filed September 5, 2002 (most recent of 2 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 |
|---|---|---|
Filed as: J.P.MORGAN INVESTMENT MGMT INC Service code 27 · EIN 13-3200244 383 MADISON AVE. · NEW YORK, NY 10179 | Advisory (Plan) | $772,102 |
MILLIMAN, INC.1 year Filed as: MILLIMAN, INC Service code 15 · EIN 91-0675641 10000 N. CENTRAL EXWY, STE 1500 · DALLAS, TX 75231 | Recordkeeping | $505,612 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $392,904 |
Filed as: MCDERMOTT, WILL & EMERY Service code 29 · EIN 36-1453176 2501 NORTH HARWOOD STREET, SUITE 19 · DALLAS, TX 75201 | Legal | $306,659 |
Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 51 · EIN 20-8058531 71 SOUTH WACKER DRIVE, SUITE 800 · CHICAGO, IL 60606 | Investment Mgmt Fees | $228,962 |
Service code 10 · EIN 75-2409112 12221 MERIT DRIVE, SUITE 1800 · DALLAS, TX 75251 | Accounting | $86,510 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK, NA Service code 21 · EIN 94-1347393 420 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Bank Trustee | $65,493 |
Service code 51 · EIN 26-0058143 | Investment Mgmt Fees | $59,247 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $682,094,093-100.0% | $133,543,011-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 51.45% | 22.40%+29.1pp | 29.77%+21.7pp | 21.83%+29.6pp |
| Employer contribution / active EE | $0 | $13,519-100.0% | $33,607-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $806-100.0% | $96-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $3,101,387-100.0% | $835,310-100.0% | $1,551,325-100.0% |