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 LLC4 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $403,682 |
WEDGE CAPITAL MANAGEMENT3 years Filed as: WEDGE CAPITAL Service code 50 · EIN 56-1557450 | Direct Payment | $264,410 |
WITHUMSMITH+BROWN, PC5+ years Filed as: BROWN ADVISORY Service code 50 · EIN 26-4560299 | Direct Payment | $253,458 |
WESTERN ASSET MANAGEMENT COMPANY5+ years Filed as: WESTERN ASSET Service code 28 · EIN 95-2705767 | Investment Management | $231,532 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET RETIREE SERVICES Service code 15 · EIN 04-3581074 | Recordkeeping | $197,536 |
ACADIAN ASSET MANAGEMENT LLC5+ years Filed as: ACADIAN INTL SMALL CAP Service code 10 · EIN 20-0075649 | Accounting | $186,956 |
EAGLE CAPITAL MANAGEMENT, LLC5+ years Filed as: EAGLE ASSET Service code 50 · EIN 59-2385219 | Direct Payment | $160,468 |
Filed as: AGINCOURT Service code 50 · EIN 54-1947440 | Direct Payment | $141,498 |
STATE STREET GLOBAL ADVISORS3 years Service code 18 · EIN 04-3581074 | Custodial (other than securities); Cu... | $89,307 |
GARCIA HAMILTON & ASSOCIATES2 years Filed as: GARCIA HAMILTON Service code 50 · EIN 76-0589652 | Direct Payment | $81,845 |
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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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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | - | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 20.69% | 17.95%+2.7pp | 13.45%+7.2pp | 21.83%-1.1pp |
| Employer contribution / active EE | $0 | $16,835-100.0% | $26,057-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $317-100.0% | $181-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | - | $1,551,325-100.0% |