Filed February 26, 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.
| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $117,661 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $112,638 |
VERRILL DANA LLP2+ years Service code 29 · EIN 01-0176171 | Legal | $62,196 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $57,700 |
HUNTER BENEFITS CONSULTING GROUP2+ years Filed as: HUNTER CAPITAL ADVISORS Service code 28 · EIN 20-3041707 | Investment Management | $39,750 |
COHNREZNICK LLP2+ years Service code 10 · EIN 22-1478099 | Accounting | $19,750 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO., INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
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 | $381,942,733-100.0% | $264,156-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 0.0%0pp |
| Annual return | 9.53% | 9.19%+0.3pp | 4.74%+4.8pp | 9.19%+0.3pp |
| Employer contribution / active EE | $0 | $12,608-100.0% | $46,220-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $248-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $12,050-100.0% | $2,655,710-100.0% |