Filed December 2, 2011 (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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $269,058 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $161,107 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 24 · EIN 36-1561860 | Discretionary Trustee | $123,294 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 17 · EIN 95-2755361 | Pension Consulting | $82,555 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $36,603 |
MONDRIAN INVESTMENT GROUP2+ years Filed as: MONDRIAN INVESTMENT GROUP (US) INC. Service code 28 · EIN 36-7205063 | Investment Management | $35,697 |
PNC BANK, N.A.2+ years Filed as: PNC ADVISORS Service code 28 · EIN 22-1146430 | Investment Management | $29,571 |
THORNHILL FINANCIAL, INC.2+ years Service code 10 · EIN 34-1818419 | Accounting | $15,250 |
Filed as: BOSSHARD INVESTMENT MANAGEMENT CO. Service code 28 · EIN 20-3666600 | Investment Management | $13,000 |
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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 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | 8.01% | 6.04%+2.0pp | 5.44%+2.6pp | 9.19%-1.2pp |
| Employer contribution / active EE | $5,094 | $12,925-60.6% | $25,481-80.0% | $12,608-59.6% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |