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 COMPANY2 years Service code 25 · EIN 36-1561860 333 S WABASH AVE · CHICAGO, IL 60604 | Directed Trustee | $338,627 |
NEPC, LLC2 years Service code 27 · EIN 26-1429809 255 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $220,379 |
USI CONSULTING GROUP2 years Service code 17 · EIN 06-1053228 ONE SEAGATE · TOLEDO, OH 436041558 | Pension Consulting | $157,806 |
Filed as: FIDELITY INVESTMENTS INST OPER CO Service code 60 · EIN 04-2647786 PO BOX 770002 · CINCINNATI, OH 452770027 | Sub-TA Fees | $102,640 |
BERRY DUNN8+ years Service code 10 · EIN 01-0523282 2211 CONGRESS STREET · PORTLAND, ME 04102 | Accounting | $17,354 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $66,558-100.0% | $911,540-100.0% | $66,558-100.0% |
| Participation rate | 0.0% | 70.1%-70.1pp | 59.0%-59.0pp | 70.1%-70.1pp |
| Annual return | -16.50% | -16.23%-0.3pp | -12.71%-3.8pp | -16.23%-0.3pp |
| Employer contribution / active EE | $2,000 | $6,266-68.1% | $22,159-91.0% | $6,266-68.1% |
| Participant deferral / active EE | $0 | $2,278-100.0% | $3,210-100.0% | $2,278-100.0% |
| Admin fee / account holder | $0 | $26-100.0% | $135,769-100.0% | $26-100.0% |