Filed January 28, 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 |
|---|---|---|
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772300 | Investment Management | $385,643 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $369,686 |
FIDUCIARY MANAGEMENT, INC.3+ years Filed as: FIDUCIARY MANAGEMENT INC. Service code 28 · EIN 39-1346018 | Investment Management | $275,433 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JP MORGAN CHASE BANK N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $234,178 |
Filed as: CONDUENT, INC. Service code 15 820 STILLWATER RD · SACREMENTO, CA 95605 | Recordkeeping | $119,280 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-3046063 | Bank Trustee | $44,288 |
GROOM LAW GROUP3+ years Service code 29 · EIN 52-1219029 | Legal | $31,966 |
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 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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 11.14% | 12.92%-1.8pp | 10.36%+0.8pp | 17.84%-6.7pp |
| Employer contribution / active EE | $0 | $14,070-100.0% | $37,738-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |