Filed July 11, 2000 (most recent of 4 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: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $885,968 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST CO. Service code 18 · EIN 04-3581074 | Direct payment from the plan; Custodi... | $432,356 |
WESTWOOD TRUST2+ years Filed as: WESTWOOD INCOME OPPORTUNITY Service code 50 · EIN 68-0533401 | Direct Payment | $287,102 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE ASSET Service code 50 · EIN 59-2385219 | Direct Payment | $272,419 |
WESTERN ASSET MANAGEMENT COMPANY2+ years Filed as: WESTERN ASSET Service code 28 · EIN 95-2705767 | Investment Management | $212,668 |
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN ADVISORY Service code 50 · EIN 26-4560299 | Direct Payment | $192,430 |
ACADIAN ASSET MANAGEMENT LLC2+ years Filed as: ACADIAN INTL SMALL CAP Service code 10 · EIN 20-0075649 | Accounting | $146,532 |
Filed as: INSTITUTIONAL CAPITAL LLC Service code 50 · EIN 13-5582869 | Direct Payment | $122,510 |
Filed as: AGINCOURT Service code 50 · EIN 54-1947440 | Direct Payment | $119,447 |
LCG ASSOCIATES, INC.2+ years Filed as: LCG ASSOCIATES Service code 16 · EIN 75-1680350 | Consulting | $53,955 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $14,339-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.0%-17.0pp | 0.0%0pp |
| Annual return | 7.52% | 9.70%-2.2pp | 1.15%+6.4pp | 9.19%-1.7pp |
| Employer contribution / active EE | $1,532 | $15,369-90.0% | $26,339-94.2% | $12,608-87.9% |
| Participant deferral / active EE | $0 | $317-100.0% | $178-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $3,605-100.0% | $2,655,710-100.0% |