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 LLC7 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $460,137 |
WESTERN ASSET MANAGEMENT COMPANY8+ years Filed as: WESTERN ASSET Service code 28 · EIN 95-2705767 | Investment Management | $356,010 |
WITHUMSMITH+BROWN, PC8+ years Filed as: BROWN ADVISORY Service code 28 · EIN 24-4560299 | Investment Management | $285,567 |
WEDGE CAPITAL MANAGEMENT6 years Filed as: WEDGE CAPITAL Service code 28 · EIN 56-1557450 | Investment Management | $266,978 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET RETIREE SERVICES Service code 15 · EIN 04-3581074 | Recordkeeping | $251,119 |
Service code 28 · EIN 22-3367558 | Investment Management | $230,819 |
EAGLE CAPITAL MANAGEMENT, LLC8+ years Filed as: EAGLE ASSET Service code 28 · EIN 59-2385219 | Investment Management | $191,675 |
ACADIAN ASSET MANAGEMENT LLC8+ years Filed as: ACADIAN INTL SMALL CAP Service code 10 · EIN 20-0075649 | Accounting | $171,298 |
Filed as: AGINCOURT Service code 28 · EIN 54-1947440 | Investment Management | $97,116 |
LCG ASSOCIATES, INC.8+ years Filed as: LCG ASSOCIATES Service code 16 · EIN 75-1680350 | Consulting | $61,335 |
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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 | $2,456,633-100.0% | - | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 1.5%-1.5pp |
| Annual return | -13.94% | 17.17%-31.1pp | 179.55%-193.5pp | 23.41%-37.4pp |
| Employer contribution / active EE | $3,883 | $11,568-66.4% | $24,917-84.4% | $12,650-69.3% |
| Participant deferral / active EE | $0 | $1,827-100.0% | $463-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | - | $14,884-100.0% |