Filed October 15, 2009 (most recent of 6 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: TOWER WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 901 NORTH GLEBE ROAD · ARLINGTON, VA 22203 | Actuarial | $395,454 |
NORTHERN TRUST COMPANY3+ years Filed as: THE NORTHERN TRUST COMPANY Service code 25 · EIN 36-1561860 50 SOUTH LA SALLE STREET · CHICAGO, IL 60603 | Directed Trustee | $295,335 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Plan) | $170,000 |
Filed as: GUGGENHEIM REAL ESTATE LLC Service code 32 · EIN 73-1632078 FOUR COPLEY PLACE, SUITE 403 · BOSTON, MA 02116 | Real estate brokerage | $118,940 |
Service code 28 · EIN 76-0251447 1401 MCKINNEY, SUITE 1600 · HOUSTON, TX 77010 | Investment Management | $92,039 |
ACADIAN ASSET MANAGEMENT LLC2 years Service code 28 · EIN 04-2929221 P.O. BOX 4106 · WOBURN, MA 018884106 | Investment Management | $85,775 |
VICTORY3+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 4900 TIEDMAN RD, 4TH FLOOR · BROOKLYN, OH 44144 | Investment Management | $80,489 |
Filed as: BRANDYWINE GLOBAL INVESTMENT MGT Service code 28 · EIN 56-6669869 2929 ARCH STREET, 8TH FLOOR · PHILADELPHIA, PA 19104 | Investment Management | $74,706 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Service code 27 · EIN 20-8874282 444 W. 47TH STREET, SUITE 900 · KANSAS CITY, MO 64112 | Advisory (Plan) | $51,000 |
KPMG LLP3+ years Service code 10 · EIN 13-5565207 811 MAIN STREET, SUITE 4400 · HOUSTON, TX 77002 | Accounting | $37,500 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $9,655,338-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 1.9%-1.9pp |
| Annual return | 13.58% | 14.20%-0.6pp | 11.12%+2.5pp | 23.90%-10.3pp |
| Employer contribution / active EE | $41,212 | $28,371+45.3% | $22,651+81.9% | $16,539+149.2% |
| Participant deferral / active EE | $0 | $272-100.0% | $198-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $57,986-100.0% | $18,975-100.0% |