Filed August 6, 2001
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 | $1,486,511 |
FULBRIGHT & JAWORSKI6 years Service code 29 · EIN 74-1201087 | Legal | $147,091 |
BLACKROCK1 year Service code 25 · EIN 30-0587659 | Directed Trustee | $88,958 |
NORTHERN TRUST COMPANY6 years Service code 25 · EIN 36-1561860 | Directed Trustee | $79,172 |
WEAVER AND TIDWELL, LLP6 years Filed as: WEAVER & TIDWELL, LLP Service code 10 · EIN 75-0786316 | Accounting | $30,394 |
HERRONPALMER1 year Filed as: HERRONPALMER, LLC Service code 16 · EIN 45-4725418 | Consulting | $5,418 |
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Annual investment return 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 | $75,644-100.0% | $106,128-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.9%-11.9pp | 12.2%-12.2pp | 11.0%-11.0pp |
| Annual return | -1.42% | 7.25%-8.7pp | 5.16%-6.6pp | 8.21%-9.6pp |
| Employer contribution / active EE | $22,310 | $13,308+67.6% | $26,446-15.6% | $13,837+61.2% |
| Participant deferral / active EE | $0 | $61-100.0% | $78-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $16,625-100.0% | $1,652-100.0% |