Filed February 21, 2006 (most recent of 2 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 |
|---|---|---|
FIAM LLC1 year Service code 27 · EIN 20-4659714 | Advisory (Plan) | $1,119,474 |
BUCK GLOBAL, LLC1 year Service code 11 · EIN 13-3954297 | Actuarial | $168,469 |
FIRST EAGLE1 year Filed as: FIRST EAGLE ALTERNATIVE CREDIT, LLC Service code 28 · EIN 57-1156902 | Investment Management | $131,091 |
GRAYCLIFF PARTNERS LP7 years Service code 28 · EIN 36-4711561 | Investment Management | $106,220 |
Filed as: CYPRIUM INVESTMENT PARTNERS LLC Service code 28 · EIN 80-0560696 | Investment Management | $61,418 |
KPMG LLP1 year Service code 10 · EIN 13-5565207 | Accounting | $58,118 |
Filed as: JP MORGAN ASSET MANAGEMENT Service code 18 PO BOX 219143 · KANSAS CITY, MO 641219143 | Custodial (other than securities); In... | $46,320 |
NEPC, LLC1 year Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $46,125 |
Service code 28 · EIN 81-2633198 | Investment Management | $41,057 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $25,000 |
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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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | -1.69% | 5.34%-7.0pp | 9.14%-10.8pp | 9.30%-11.0pp |
| Employer contribution / active EE | $0 | $9,329-100.0% | $40,523-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |