Filed October 19, 2004 (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.
| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY6 years Service code 13 · EIN 36-2723087 | Contract Administrator | $87,562 |
Filed as: NISA INVESTMENT ADVISORS, L.L.C. Service code 28 · EIN 48-1140940 | Investment Management | $62,737 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 14 · EIN 53-0181291 | Plan Administrator | $54,918 |
MERCER7+ years Filed as: MERCER (U.S.) INC. Service code 11 · EIN 13-2834414 | Actuarial | $54,160 |
MEKETA INVESTMENT GROUP4 years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 28 · EIN 04-2659023 | Investment Management | $38,055 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $5,251 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $732,694-100.0% | $732,694-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 7.1%-7.1pp | 44.4%-44.4pp |
| Annual return | -16.72% | -15.17%-1.5pp | -15.18%-1.5pp | -14.65%-2.1pp |
| Employer contribution / active EE | $0 | $70,785-100.0% | $53,321-100.0% | $46,322-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $60-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $14,582-100.0% |