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.
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS US GROUP Service code 28 · EIN 36-3664388 | Investment Management | $708,116 |
HOOKER & HOLCOMBE, INC.8+ years Filed as: HOOKER & HOLCOMBE Service code 11 · EIN 06-0854693 | Actuarial | $549,585 |
NORTHERN TRUST COMPANY8+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $294,957 |
INCOME RESEARCH & MANAGEMENT8+ years Filed as: INCOME RESEARCH & MGT Service code 28 · EIN 04-1504645 | Investment Management | $268,593 |
LEGAL & GENERAL INVESTMENT6 years Filed as: LEGAL & GENERAL INVESTMENT FUND Service code 28 · EIN 35-7085469 | Investment Management | $202,607 |
NEPC, LLC8+ years Filed as: NEPC,LLC Service code 17 · EIN 26-1429809 | Pension Consulting | $161,081 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: JP MORGAN FLEMING ASSET MGT USA Service code 28 · EIN 13-3200244 | Investment Management | $127,134 |
T ROWE PRICE RPS INC8+ years Filed as: T ROWE PRICE STABLE ASSET MGMT Service code 28 · EIN 52-0556948 | Investment Management | $109,880 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $17,751 |
Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 81-4017137 | Investment Management | $8,845 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -23.90% | 1.88%-25.8pp | -5.12%-18.8pp | 2.78%-26.7pp |
| Employer contribution / active EE | $0 | $8,732-100.0% | $31,020-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |