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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TOWERS PERRIN Service code 11 · EIN 23-1159360 | Actuarial | $209,507 |
FIRST EAGLE7+ years Filed as: FIRST EAGLE INVESTMENT MANAGEMENT L Service code 51 · EIN 57-1156902 | Investment Mgmt Fees | $100,014 |
SHENKMAN CAPITAL MANAGEMENT7+ years Filed as: SHENKMAN CAPITAL MGMT INC Service code 28 · EIN 13-4037292 | Investment Management | $63,516 |
BMO HARRIS BANK NA4 years Filed as: BMO HARRIS BANK N.A. Service code 25 · EIN 36-2085229 | Directed Trustee | $50,822 |
MEKETA INVESTMENT GROUP7+ years Filed as: MEKETA INVESTMENT GROUP INC. Service code 28 · EIN 04-2659023 | Investment Management | $41,250 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Custodial (securities); Investment ma... | $10,000 |
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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 | $82,186-100.0% | $397,815-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 33.6%-33.6pp | 3.6%-3.6pp |
| Annual return | 3.97% | 11.84%-7.9pp | 9.74%-5.8pp | 11.84%-7.9pp |
| Employer contribution / active EE | $97,384 | $17,339+461.6% | $39,474+146.7% | $17,339+461.6% |
| Participant deferral / active EE | $0 | $683-100.0% | $135-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $10,161-100.0% | $409-100.0% |