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.5 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $244,611 |
INCOME RESEARCH & MANAGEMENT2 years Filed as: INCOME RESEARCH & MANAGEMENT CO. Service code 21 · EIN 46-1964829 | Bank Trustee | $77,312 |
LOOMIS SAYLES7 years Service code 21 · EIN 94-6799945 | Bank Trustee | $51,715 |
NORTHERN TRUST COMPANY3 years Service code 21 · EIN 36-1561860 | Bank Trustee | $50,780 |
Service code 21 · EIN 13-3257590 | Bank Trustee | $46,366 |
SAGEPOINT FINANCIAL INC2 years Filed as: RESOURCE INVESTMENT ADVISORS LLC Service code 17 · EIN 43-1451524 | Pension Consulting | $24,413 |
WILLIAM BLAIR1 year Filed as: WILLIAM BLAIR FUNDS Service code 21 · EIN 99-8405320 | Bank Trustee | $16,667 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 21 · EIN 13-3142135 | Bank Trustee | $12,813 |
AETNA LIFE INSURANCE COMPANY2 years Filed as: AETNA LIFE INSURANCE CO. Service code 23 · EIN 06-6033492 | Insurance services | $9,812 |
WILLIAM BLAIR2 years Service code 21 · EIN 27-6331814 | Bank Trustee | $7,593 |
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 | $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 | 9.97% | 18.04%-8.1pp | 32.33%-22.4pp | 37.77%-27.8pp |
| Employer contribution / active EE | $14,035 | $10,357+35.5% | $33,964-58.7% | $15,798-11.2% |
| 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% |