Filed January 6, 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 |
|---|---|---|
MILLIMAN, INC.4 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $178,233 |
LOOMIS SAYLES6 years Service code 21 · EIN 94-6799945 | Bank Trustee | $53,636 |
NORTHERN TRUST COMPANY2 years Service code 21 · EIN 36-1561860 | Bank Trustee | $53,257 |
Service code 21 · EIN 13-3257590 | Bank Trustee | $52,630 |
WILLIAM BLAIR1 year Service code 21 · EIN 27-6331814 | Bank Trustee | $34,681 |
Filed as: INCOME RESEARCH & MANAGEMENT CO. Service code 21 · EIN 46-1964829 | Bank Trustee | $34,509 |
Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 21 · EIN 13-3142135 | Bank Trustee | $18,113 |
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVISORS LLC Service code 17 · EIN 43-1451524 | Pension Consulting | $13,875 |
Filed as: AETNA LIFE INSURANCE CO. Service code 23 · EIN 06-6033492 | Insurance services | $10,302 |
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 | $164,233-100.0% | $267,477-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -19.79% | -10.35%-9.4pp | -38.86%+19.1pp | 2.78%-22.6pp |
| Employer contribution / active EE | $9,615 | $8,768+9.7% | $37,756-74.5% | $15,276-37.1% |
| Participant deferral / active EE | $0 | $174-100.0% | $16-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $16,942-100.0% | $1,015-100.0% |