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 COMPANY3 years Service code 25 · EIN 36-1561860 333 S WABASH AVE · CHICAGO, IL 60604 | Directed Trustee | $346,382 |
NEPC, LLC3 years Service code 27 · EIN 26-1429809 255 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $214,272 |
USI CONSULTING GROUP3 years Service code 17 · EIN 06-1053228 ONE SEAGATE · TOLEDO, OH 436041558 | Pension Consulting | $161,006 |
Filed as: FIDELITY INVESTMENTS INST OPER CO Service code 60 · EIN 04-2647786 PO BOX 770002 · CINCINNATI, OH 452770027 | Sub-TA Fees | $78,781 |
BERRY DUNN9+ years Service code 10 · EIN 01-0523282 2211 CONGRESS STREET · PORTLAND, ME 04102 | Accounting | $24,465 |
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 | $272,721-100.0% | $727,807-100.0% | $272,721-100.0% |
| Participation rate | 0.0% | 49.3%-49.3pp | 79.1%-79.1pp | 49.3%-49.3pp |
| Annual return | 8.92% | 10.08%-1.2pp | 11.76%-2.8pp | 10.08%-1.2pp |
| Employer contribution / active EE | $7,379 | $5,886+25.4% | $20,120-63.3% | $5,886+25.4% |
| Participant deferral / active EE | $0 | $6,450-100.0% | $1,216-100.0% | $6,450-100.0% |
| Admin fee / account holder | $0 | $104-100.0% | $7,460-100.0% | $104-100.0% |