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.2 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $102,380 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $37,575 |
LOOMIS SAYLES1 year Service code 28 · EIN 94-6799945 | Investment Management | $15,109 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 17 · EIN 43-1451524 | Pension Consulting | $13,875 |
Filed as: HARDMAN JOHNSTON GLOBAL ADVSR, LLC Service code 27 · EIN 13-3257590 | Advisory (Plan) | $10,850 |
BAKER NEWMAN NOYES1 year Filed as: BAKER NEWMAN AND NOYES LLC Service code 10 · EIN 01-0494526 | Accounting | $10,000 |
Filed as: INCOME RESEARCH & MGMT. CO. Service code 28 · EIN 46-1964829 | Investment Management | $6,738 |
Filed as: INCOME RESEARCH & MGMT. INC. Service code 28 · EIN 04-2955404 | Investment Management | $6,571 |
WILLIAM BLAIR1 year Service code 27 · EIN 27-6331814 | Advisory (Plan) | $6,346 |
Filed as: STATE STREET RESEARCH & MGMT. CO. Service code 28 · EIN 13-3142135 | Investment Management | $5,002 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $247,553-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 2.3%-2.3pp |
| Annual return | -12.63% | 18.04%-30.7pp | 32.33%-45.0pp | 37.77%-50.4pp |
| Employer contribution / active EE | $0 | $10,357-100.0% | $33,964-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $180-100.0% | $43-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,141-100.0% | $9,287-100.0% |