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 LLC5 years Filed as: TOWER WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 901 NORTH GLEBE ROAD · ARLINGTON, VA 22203 | Actuarial | $269,418 |
NORTHERN TRUST COMPANY6+ years Filed as: THE NORTHERN TRUST COMPANY Service code 25 · EIN 36-1561860 50 SOUTH LA SALLE STREET · CHICAGO, IL 60603 | Directed Trustee | $257,220 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Plan) | $175,162 |
Service code 28 · EIN 76-0251447 1401 MCKINNEY, SUITE 1600 · HOUSTON, TX 77010 | Investment Management | $78,477 |
FRANKLIN TEMPLETON2 years Filed as: CLARION PARTNERS, LLC Service code 28 · EIN 13-3379970 230 PARK AVENUE · NEW YORK, NY 10169 | Investment Management | $76,029 |
ACADIAN ASSET MANAGEMENT LLC5 years Service code 28 · EIN 04-2929221 P. O. BOX 4106 · WOBURN, MA 018884106 | Investment Management | $52,626 |
LOCKTON INVESTMENT ADVISORS, LLC6+ years Service code 27 · EIN 20-8874282 444 W. 47TH STREET, SUITE 900 · KANSAS CITY, MO 64112 | Advisory (Plan) | $51,394 |
Filed as: BRANDYWINE GLOBAL INVESTMENT MGT Service code 28 · EIN 56-6669869 2929 ARCH STREET, 8TH FLOOR · PHILADELPHIA, PA 19104 | Investment Management | $49,706 |
KPMG LLP6+ years Service code 17 · EIN 13-5565207 811 MAIN STREET, SUITE 4400 · HOUSTON, TX 77002 | Pension Consulting | $48,550 |
Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3718331 51 WEST 52ND STREET · NEW YORK, NY 10019 | Investment Management | $41,878 |
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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 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 | $2,822,362-100.0% | $733,756-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 0.6%-0.6pp |
| Annual return | 3.42% | 14.11%-10.7pp | 8.35%-4.9pp | 11.45%-8.0pp |
| Employer contribution / active EE | $97,136 | $29,055+234.3% | $27,010+259.6% | $17,219+464.1% |
| Participant deferral / active EE | $0 | $297-100.0% | $180-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $19,421-100.0% | $15,480-100.0% |