Filed May 14, 2006 (most recent of 3 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 23-1159360 | Actuarial | $211,378 |
FIRST EAGLE5+ years Filed as: FIRST EAGLE INVESTMENT MANAGEMENT L Service code 51 · EIN 57-1156902 | Investment Mgmt Fees | $68,341 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK N.A. Service code 25 · EIN 36-2085229 | Directed Trustee | $47,662 |
MEKETA INVESTMENT GROUP5+ years Filed as: MEKETA INVESTMENT GROUP INC. Service code 28 · EIN 04-2659023 | Investment Management | $45,000 |
SHENKMAN CAPITAL MANAGEMENT5+ years Filed as: SHENKMAN CAPITAL MGMT INC Service code 28 461 FIFTH AVENUE 22ND FLOOR · NEW YORK, NY 10017 | Investment Management | $44,488 |
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Non-monetary compensation; Custodial ... | $10,000 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET RETIREE SERVICES Service code 25 · EIN 04-1867445 | Directed Trustee | $2,240 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,244-100.0% | $248,520-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 2.8%-2.8pp |
| Annual return | 19.30% | 14.62%+4.7pp | 239.57%-220.3pp | 16.32%+3.0pp |
| Employer contribution / active EE | $14,019 | $21,307-34.2% | $43,837-68.0% | $17,007-17.6% |
| Participant deferral / active EE | $0 | $399-100.0% | $575-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $36,083-100.0% | $127-100.0% |