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.
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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $260,718 |
WILSHIRE ASSOCIATES INCORPORATED9+ years Service code 17 · EIN 95-2755361 | Pension Consulting | $163,708 |
NORTHERN TRUST COMPANY1 year Service code 24 · EIN 36-1561860 | Discretionary Trustee | $108,787 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3718331 | Investment Management | $69,887 |
Service code 28 · EIN 13-3200244 | Investment Management | $51,570 |
STATE STREET GLOBAL ADVISORS7 years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $20,000 |
Filed as: THORNHILL FINANCIAL INC Service code 16 · EIN 34-1818419 | Consulting | $18,000 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $182,032-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.3%-2.3pp |
| Annual return | 7.15% | 8.00%-0.8pp | 7.69%-0.5pp | 37.74%-30.6pp |
| Employer contribution / active EE | $2,036 | $15,902-87.2% | $28,501-92.9% | $15,788-87.1% |
| Participant deferral / active EE | $0 | $476-100.0% | $49-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $51,246-100.0% | $9,287-100.0% |