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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $470,997 |
WESTWOOD TRUST3+ years Filed as: WESTWOOD INCOME OPPORTUNITY Service code 50 · EIN 68-0533401 | Direct Payment | $297,653 |
EAGLE CAPITAL MANAGEMENT, LLC3+ years Filed as: EAGLE ASSET Service code 50 · EIN 59-2385219 | Direct Payment | $294,196 |
WESTERN ASSET MANAGEMENT COMPANY3+ years Filed as: WESTERN ASSET Service code 28 · EIN 95-2705767 | Investment Management | $222,919 |
ACADIAN ASSET MANAGEMENT LLC3+ years Filed as: ACADIAN INTL SMALL CAP Service code 10 · EIN 20-0075649 | Accounting | $179,915 |
WITHUMSMITH+BROWN, PC3+ years Filed as: BROWN ADVISORY Service code 50 · EIN 26-4560299 | Direct Payment | $162,213 |
WEDGE CAPITAL MANAGEMENT1 year Filed as: WEDGE CAPITAL Service code 50 · EIN 56-1557450 | Direct Payment | $144,990 |
Filed as: STATE STREET RETIREE SERVICES Service code 15 · EIN 04-3581074 | Recordkeeping | $132,861 |
Filed as: AGINCOURT Service code 50 · EIN 54-1947440 | Direct Payment | $123,665 |
Service code 18 · EIN 04-3581074 | Custodial (other than securities) | $86,192 |
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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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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $9,655,338-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 0.0%0pp |
| Annual return | 17.50% | 19.60%-2.1pp | 11.12%+6.4pp | 17.84%-0.3pp |
| Employer contribution / active EE | $2,300 | $16,438-86.0% | $22,651-89.8% | $14,688-84.3% |
| Participant deferral / active EE | $0 | $424-100.0% | $198-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $57,986-100.0% | - |