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 LLC3 years Filed as: TOWER WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 901 NORTH GLEBE ROAD · ARLINGTON, VA 22203 | Actuarial | $433,105 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST COMPANY Service code 25 · EIN 36-1561860 50 SOUTH LA SALLE STREET · CHICAGO, IL 60603 | Directed Trustee | $238,427 |
Service code 28 · EIN 76-0251447 1401 MCKINNEY, SUITE 1600 · HOUSTON, TX 77010 | Investment Management | $197,278 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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 | $136,197 |
ACADIAN ASSET MANAGEMENT LLC3 years Service code 28 · EIN 04-2929221 P.O. BOX 4106 · WOBURN, MA 018884106 | Investment Management | $98,077 |
Filed as: BRANDYWINE GLOBAL INVESTEMENT MGT Service code 28 · EIN 56-6669869 2929 ARCH STREET, 8TH FLOOR · PHILADELPHIA, PA 19104 | Investment Management | $78,058 |
LOCKTON INVESTMENT ADVISORS, LLC4+ years Service code 27 · EIN 20-8874282 444 W. 47TH STREET, SUITE 900 · KANSAS CITY, MO 64112 | Advisory (Plan) | $51,000 |
Service code 17 · EIN 20-0836030 30 FEDERAL STREET, 4TH FLOOR · BOSTON, MA 02110 | Pension Consulting | $44,000 |
BLACKROCK1 year Service code 28 · EIN 94-3112180 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Investment Management | $39,704 |
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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 | $18,026,966-100.0% | $221,583-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 1.8%-1.8pp |
| Annual return | -4.65% | -5.24%+0.6pp | -6.55%+1.9pp | 0.19%-4.8pp |
| Employer contribution / active EE | $75,540 | $21,507+251.2% | $21,653+248.9% | $13,763+448.9% |
| Participant deferral / active EE | $0 | $326-100.0% | $160-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $1,920-100.0% | $426-100.0% |