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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS7+ years Filed as: FRANK RUSSELL Service code 25 · EIN 91-1116938 1301 SECOND AVE · SEATTLE, WA 98101 | Directed Trustee | $310,888 |
NEPC, LLC1 year Service code 27 · EIN 26-1429809 255 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $197,775 |
NORTHERN TRUST COMPANY1 year Service code 25 · EIN 36-1561860 333 S WABASH AVE · CHICAGO, IL 60604 | Directed Trustee | $169,184 |
USI CONSULTING GROUP1 year Service code 17 · EIN 06-1053228 ONE SEAGATE · TOLEDO, OH 436041558 | Pension Consulting | $149,583 |
Filed as: FIDELITY INVESTMENTS INST OPER CO Service code 60 · EIN 04-2647786 PO BOX 770002 · CINCINNATI, OH 452770027 | Sub-TA Fees | $99,123 |
BERRY DUNN7+ years Service code 10 · EIN 01-0523282 2211 CONGRESS STREET · PORTLAND, ME 04102 | Accounting | $14,350 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET RETIREE SERVICES Service code 12 · EIN 04-1867445 PO BOX 5607 · BOSTON, MA 022065607 | Claims processing | $6,332 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $53,052-100.0% | $676,505-100.0% | $53,052-100.0% |
| Participation rate | 0.0% | 62.2%-62.2pp | 71.4%-71.4pp | 62.2%-62.2pp |
| Annual return | 6.61% | 10.78%-4.2pp | 7.76%-1.1pp | 10.78%-4.2pp |
| Employer contribution / active EE | $2,969 | $3,050-2.7% | $12,651-76.5% | $3,050-2.7% |
| Participant deferral / active EE | $0 | $1,113-100.0% | $2,707-100.0% | $1,113-100.0% |
| Admin fee / account holder | $0 | $12-100.0% | $15,480-100.0% | $12-100.0% |