Filed October 18, 2006
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.
| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY4 years Service code 25 · EIN 36-1561860 333 S WABASH AVE · CHICAGO, IL 60604 | Directed Trustee | $380,266 |
NEPC, LLC4 years Service code 27 · EIN 26-1429809 255 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $232,635 |
USI CONSULTING GROUP4 years Service code 17 · EIN 06-1053228 ONE SEAGATE · TOLEDO, OH 436041558 | Pension Consulting | $162,219 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS INST OPER CO Service code 60 · EIN 04-2647786 PO BOX 770002 · CINCINNATI, OH 452770027 | Sub-TA Fees | $69,460 |
BERRY DUNN10+ years Service code 10 · EIN 01-0523282 2211 CONGRESS STREET · PORTLAND, ME 04102 | Accounting | $10,535 |
THE SNOWMAN GROUP1 year Service code 49 · EIN 01-0309583 1 PRINTERS DRIVE · HERMON, ME 04401 | Other Services | $6,063 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $288,243-100.0% | $1,127,994-100.0% | $288,243-100.0% |
| Participation rate | 0.0% | 49.2%-49.2pp | 66.7%-66.7pp | 49.2%-49.2pp |
| Annual return | 7.28% | 10.96%-3.7pp | 11.13%-3.8pp | 10.96%-3.7pp |
| Employer contribution / active EE | $9,259 | $7,650+21.0% | $25,095-63.1% | $7,650+21.0% |
| Participant deferral / active EE | $0 | $6,708-100.0% | $18,849-100.0% | $6,708-100.0% |
| Admin fee / account holder | $0 | $111-100.0% | $21,464-100.0% | $111-100.0% |