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 LLC5 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $397,125 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET RETIREE SERVICES Service code 15 · EIN 04-3581074 | Recordkeeping | $268,793 |
WITHUMSMITH+BROWN, PC6+ years Filed as: BROWN ADVISORY Service code 50 · EIN 26-4560299 | Direct Payment | $266,280 |
WEDGE CAPITAL MANAGEMENT4 years Filed as: WEDGE CAPITAL Service code 50 · EIN 56-1557450 | Direct Payment | $256,059 |
WESTERN ASSET MANAGEMENT COMPANY6+ years Filed as: WESTERN ASSET Service code 28 · EIN 95-2705767 | Investment Management | $244,379 |
ACADIAN ASSET MANAGEMENT LLC6+ years Filed as: ACADIAN INTL SMALL CAP Service code 10 · EIN 20-0075649 | Accounting | $192,077 |
EAGLE CAPITAL MANAGEMENT, LLC6+ years Filed as: EAGLE ASSET Service code 50 · EIN 59-2385219 | Direct Payment | $189,727 |
Service code 50 · EIN 22-3367558 | Direct Payment | $157,270 |
Filed as: AGINCOURT Service code 50 · EIN 54-1947440 | Direct Payment | $88,757 |
GARCIA HAMILTON & ASSOCIATES3 years Filed as: GARCIA HAMILTON Service code 50 · EIN 76-0589652 | Direct Payment | $83,004 |
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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 | $0 | $733,756-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 0.0%0pp |
| Annual return | 10.21% | 19.50%-9.3pp | 8.35%+1.9pp | 12.86%-2.7pp |
| Employer contribution / active EE | $4,073 | $27,684-85.3% | $27,010-84.9% | $13,687-70.2% |
| Participant deferral / active EE | $0 | $327-100.0% | $180-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $19,421-100.0% | - |