Filed January 28, 2003 (most recent of 2 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.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $208,887 |
INCOME RESEARCH & MANAGEMENT3 years Filed as: INCOME RESEARCH & MGMT. CO. Service code 28 · EIN 46-1964829 | Investment Management | $40,256 |
NORTHERN TRUST COMPANY3 years Service code 21 · EIN 36-1561860 | Bank Trustee | $27,790 |
LOOMIS SAYLES3 years Service code 28 · EIN 27-6848787 | Investment Management | $5,843 |
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.
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 | $0 | $282,424-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.9%-27.9pp | 0.0%0pp |
| Annual return | -0.41% | 10.52%-10.9pp | 3.87%-4.3pp | 10.52%-10.9pp |
| Employer contribution / active EE | $4,677 | $15,140-69.1% | $28,590-83.6% | $15,140-69.1% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $13-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $8,735-100.0% | - |