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: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 901 NORTH GLEBE ROAD · ARLINGTON, VA 22203 | Actuarial | $247,882 |
WILSHIRE ASSOCIATES INCORPORATED9+ years Service code 27 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Plan) | $200,000 |
NORTHERN TRUST COMPANY9+ years Filed as: THE NORTHERN TRUST COMPANY Service code 25 · EIN 36-1561860 50 SOUTH LA SALLE STREET · CHICAGO, IL 60603 | Directed Trustee | $158,135 |
FRANKLIN TEMPLETON5 years Filed as: CLARION PARTNERS, LLC Service code 28 · EIN 13-3379970 230 PARK AVENUE · NEW YORK, NY 10169 | Investment Management | $157,515 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3718331 51 WEST 52ND STREET · NEW YORK, NY 10019 | Investment Management | $85,052 |
ACADIAN ASSET MANAGEMENT LLC8 years Service code 28 · EIN 04-2929221 P. O. BOX 4106 · WOBURN, MA 018884106 | Investment Management | $77,110 |
FRANKLIN TEMPLETON5 years Filed as: CLARION PARTNERS Service code 28 · EIN 20-5016401 230 PARK AVENUE · NEW YORK, NY 10169 | Investment Management | $56,079 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 84-4519624 5454 W. 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Plan) | $55,000 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 2700 POST OAK BLVD, SUITE 1500 · HOUSTON, TX 770565829 | Accounting | $46,200 |
Service code 28 · EIN 76-0251447 1401 MCKINNEY, SUITE 1600 · HOUSTON, TX 77010 | Investment Management | $28,153 |
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Employer contribution per participant 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 | $9,556,684-100.0% | $191,373-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 2.4%-2.4pp |
| Annual return | 8.58% | 9.09%-0.5pp | 8.46%+0.1pp | 22.81%-14.2pp |
| Employer contribution / active EE | $2,817 | $24,513-88.5% | $25,175-88.8% | $18,290-84.6% |
| Participant deferral / active EE | $0 | $603-100.0% | $181-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $730-100.0% | $85,222-100.0% |