Filed February 1, 1999 (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 |
|---|---|---|
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON MANAGEMENT CO. LLP Service code 28 · EIN 04-2683227 | Investment Management | $2,184,747 |
COLUMBIA1 year Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 28 · EIN 13-3180631 | Investment Management | $1,464,827 |
DODGE & COX10+ years Service code 28 · EIN 94-1441976 | Investment Management | $1,418,417 |
Filed as: WESTERN ASSET MANAGEMETN COMPANY Service code 28 · EIN 95-2705767 | Investment Management | $842,858 |
MORNEAU SHEPELL2 years Filed as: TELUS HEALTH Service code 16 · EIN 98-0226610 | Consulting | $731,893 |
NORTHERN TRUST COMPANY9 years Service code 21 · EIN 36-1561860 | Bank Trustee | $674,979 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 21 · EIN 13-3200244 | Bank Trustee | $540,609 |
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $125,796 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $64,575 |
FORVIS, LLP2 years Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $59,800 |
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 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 6.51% | 5.34%+1.2pp | 9.17%-2.7pp | 9.30%-2.8pp |
| Employer contribution / active EE | $0 | $9,329-100.0% | $40,523-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |