Filed March 28, 2007 (most recent of 4 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 |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS US GROUP Service code 28 · EIN 36-3664388 | Investment Management | $954,717 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON Service code 28 · EIN 04-2755549 | Investment Management | $416,718 |
INCOME RESEARCH & MANAGEMENT1+ years Filed as: INCOME RESEARCH & MGT Service code 28 · EIN 04-2955404 | Investment Management | $296,547 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $259,859 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN FLEMING ASSET MGT USA Service code 28 · EIN 13-3200244 | Investment Management | $220,770 |
Filed as: GRANTHAM MAYO Service code 28 · EIN 04-2691242 | Investment Management | $205,455 |
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE STABLE ASSET MGMT Service code 28 · EIN 52-0556948 | Investment Management | $172,422 |
HOOKER & HOLCOMBE, INC.1+ years Filed as: HOOKER & HOLCOMBE Service code 11 · EIN 06-0854693 | Actuarial | $149,854 |
CUPPS CAPITAL MANAGEMENT, LLC1+ years Service code 28 · EIN 36-4370454 | Investment Management | $148,795 |
NEPC, LLC1+ years Filed as: NEPC,LLC Service code 17 · EIN 26-1429809 | Pension Consulting | $136,429 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $4,666,522-100.0% | $522,682-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | -4.22% | -1.23%-3.0pp | -3.43%-0.8pp | 1.67%-5.9pp |
| Employer contribution / active EE | $5,485 | $11,541-52.5% | $25,607-78.6% | $10,506-47.8% |
| Participant deferral / active EE | $0 | $1,138-100.0% | $77-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $88,742-100.0% | $13,511-100.0% | $66,276-100.0% |