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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $2,183,395 |
MILLIMAN, INC.2 years Filed as: MILLIMAN, INC Service code 15 · EIN 91-0675641 10000 N. CENTRAL EXWY, STE 1500 · DALLAS, TX 75231 | Recordkeeping | $1,101,984 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: J.P.MORGAN INVESTMENT MGMT INC Service code 27 · EIN 13-3200244 383 MADISON AVE. · NEW YORK, NY 10179 | Advisory (Plan) | $766,815 |
MCDERMOTT WILL & EMERY LLP2 years Filed as: MCDERMOTT, WILL & EMERY Service code 29 · EIN 36-1453176 2501 NORTH HARWOOD STREET, SUITE 19 · DALLAS, TX 75201 | Legal | $362,816 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO BANK, NA Service code 21 · EIN 94-1347393 420 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Bank Trustee | $117,859 |
CAPFINANCIAL PARTNERS LLC2 years Service code 51 · EIN 26-0058143 | Investment Mgmt Fees | $91,166 |
Service code 10 · EIN 75-2409112 12221 MERIT DRIVE, SUITE 1800 · DALLAS, TX 75251 | Accounting | $76,778 |
RIVER AND MERCANTILE LLC1 year Filed as: RIVER & MERCANTILE LLC Service code 51 · EIN 04-3513306 130 TURNER STREET, SUITE 510, BUILD · WALTHAM, MA 02453 | Investment Mgmt Fees | $76,111 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 51 · EIN 20-8058531 71 SOUTH WACKER DRIVE, SUITE 800 · CHICAGO, IL 60606 | Investment Mgmt Fees | $17,500 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $212,469-100.0% | $477,209-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 29.4%-29.4pp | 10.2%-10.2pp | 43.1%-43.1pp |
| Annual return | -60.15% | -14.68%-45.5pp | -2.84%-57.3pp | 259.19%-319.3pp |
| Employer contribution / active EE | $0 | $47,728-100.0% | $33,329-100.0% | $41,472-100.0% |
| Participant deferral / active EE | $0 | $1-100.0% | $51-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,190-100.0% | $2,475-100.0% | $21,502-100.0% |