Filed December 8, 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 |
|---|---|---|
Filed as: ALLIANT INSURANCE Service code 23 · EIN 33-0785439 | Insurance services; Direct payment fr... | $54,903 |
MILLIMAN, INC.2 years Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $46,583 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK & TRUST CO Service code 19 · EIN 04-1867445 | Securities Custodian | $38,738 |
RIDGEWORTH1 year Filed as: SEIX INVESTMENTS ADVISORS LLC Service code 28 · EIN 95-4191764 | Investment Management | $8,574 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $178,317-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | - |
| Annual return | 15.42% | 67.60%-52.2pp | 9.57%+5.8pp | - |
| Employer contribution / active EE | $0 | $17,218-100.0% | $26,706-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $213-100.0% | - |
| Admin fee / account holder | $0 | $0 | $1,620-100.0% | - |