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 |
|---|---|---|
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 901 NORTH GLEBE ROAD · ARLINGTON, VA 22203 | Actuarial | $253,040 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Plan) | $179,284 |
NORTHERN TRUST COMPANY7+ years Filed as: THE NORTHERN TRUST COMPANY Service code 25 · EIN 36-1561860 50 SOUTH LA SALLE STREET · CHICAGO, IL 60603 | Directed Trustee | $177,760 |
FRANKLIN TEMPLETON3 years Filed as: CLARION PARTNERS Service code 28 · EIN 20-5016401 230 PARK AVENUE · NEW YORK, NY 10169 | Investment Management | $156,070 |
ACADIAN ASSET MANAGEMENT LLC6 years Service code 28 · EIN 04-2929221 P. O. BOX 4106 · WOBURN, MA 018884106 | Investment Management | $94,394 |
Service code 28 · EIN 76-0251447 1401 MCKINNEY, SUITE 1600 · HOUSTON, TX 77010 | Investment Management | $48,937 |
LOCKTON INVESTMENT ADVISORS, LLC7+ years Service code 27 · EIN 20-8874282 444 W. 47TH STREET, SUITE 900 · KANSAS CITY, MO 64112 | Advisory (Plan) | $45,000 |
SPRING CONSULTING GROUP LLC4 years Service code 17 · EIN 20-0836030 30 FEDERAL STREET, 4TH FLOOR · BOSTON, MA 02110 | Pension Consulting | $43,000 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3718331 51 WEST 52ND STREET · NEW YORK, NY 10019 | Investment Management | $38,436 |
KPMG LLP7+ years Service code 10 · EIN 13-5565207 811 MAIN STREET, SUITE 4400 · HOUSTON, TX 77002 | Accounting | $37,500 |
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Form 5500 reported that benefits due were not provided when due.
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 | $1,472,696-100.0% | $765,066-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.4%-3.4pp | 0.7%-0.7pp |
| Annual return | 14.12% | 8.60%+5.5pp | 8.31%+5.8pp | 13.24%+0.9pp |
| Employer contribution / active EE | $146,801 | $19,393+657.0% | $21,002+599.0% | $14,616+904.4% |
| Participant deferral / active EE | $0 | $498-100.0% | $224-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $724-100.0% | $4,137-100.0% |