Filed February 24, 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.
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6 years Filed as: MILLIMAN USA Service code 51 · EIN 91-0675641 | Investment Mgmt Fees | $309,113 |
AON CONSULTING3 years Filed as: AON SERVICES CORPORATION Service code 17 · EIN 36-3051915 | Pension Consulting | $297,682 |
Service code 28 · EIN 48-1140940 | Investment Management | $99,364 |
Service code 28 · EIN 20-2830751 | Investment Management | $43,349 |
NORTHERN TRUST COMPANY7 years Service code 21 · EIN 36-1561860 | Bank Trustee | $33,026 |
INCOME RESEARCH & MANAGEMENT7 years Filed as: INCOME RESEARCH & MGMT, INC. Service code 51 · EIN 04-2955404 | Investment Mgmt Fees | $19,220 |
STATE STREET GLOBAL ADVISORS7 years Filed as: STATE STREET RESEARCH & MGMT CO Service code 51 · EIN 13-3142135 | Investment Mgmt Fees | $15,530 |
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Annual investment return 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 | $2,456,633-100.0% | $748,470-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 21.7%-21.7pp | 1.5%-1.5pp |
| Annual return | -26.53% | 23.41%-49.9pp | 0.46%-27.0pp | 23.41%-49.9pp |
| Employer contribution / active EE | $13,783 | $12,650+9.0% | $35,480-61.2% | $12,650+9.0% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $231-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $29,938-100.0% | $14,884-100.0% |