Filed September 29, 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.
| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER(US) INC Service code 11 · EIN 13-2834414 | Actuarial | $278,428 |
Filed as: PRUDENTIAL INVESTMENT Service code 28 · EIN 22-1211670 | Investment Management | $255,284 |
MFS INVESTMENT MANAGEMENT3+ years Service code 28 · EIN 57-1187284 | Investment Management | $234,163 |
HEWITT ASSOCIATES LLC2 years Filed as: HEWITT FINANCIAL SERVICES LLC Service code 11 · EIN 36-3943169 | Actuarial | $219,696 |
Filed as: JP MORGAN CHASE BANK, NA Service code 21 · EIN 13-4994650 | Bank Trustee | $194,287 |
GENESIS ASSET MANAGERS LLP2 years Filed as: GENESIS EMERGING MARKETS FUND Service code 28 · EIN 22-3163872 | Investment Management | $182,977 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $162,414 |
Filed as: PYRAMIS Service code 28 · EIN 20-4659714 | Investment Management | $135,481 |
ROCATON INVESTMENT ADVISORS, LLC3+ years Filed as: ROCATON INVESTMENT ADVISORS Service code 28 · EIN 04-3638035 | Investment Management | $96,323 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST Service code 28 · EIN 45-6138589 | Investment Management | $81,448 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 12.27% | 15.82%-3.6pp | 16.78%-4.5pp | 17.84%-5.6pp |
| Employer contribution / active EE | $4,760 | $19,885-76.1% | $26,328-81.9% | $14,688-67.6% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |