Filed February 10, 2011
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 |
|---|---|---|
NORTHERN TRUST COMPANY7+ years Filed as: NORTHERN TRUST CO. Service code 21 · EIN 36-1561860 | Bank Trustee | $680,382 |
ALIGHT SOLUTIONS LLC5 years Service code 15 · EIN 82-1061233 | Recordkeeping | $655,673 |
LOOMIS SAYLES7+ years Filed as: LOOMIS SAYLES AND CO L.P. Service code 28 · EIN 04-3200030 | Investment Management | $422,578 |
INVESCO1 year Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $274,711 |
LEGAL & GENERAL INVESTMENT3 years Service code 28 · EIN 20-8058531 | Investment Management | $254,976 |
ATLANTA CAPITAL MANAGEMENT2 years Filed as: ATLANTA CAPITAL MANAGEMENT CO., LLC Service code 28 · EIN 58-2236910 | Investment Management | $247,328 |
Filed as: WESTERN ASSET MANAGEMENT CO LLC Service code 27 · EIN 52-1200960 | Advisory (Plan) | $241,538 |
EAGLE CAPITAL MANAGEMENT, LLC7+ years Service code 28 · EIN 22-3361201 | Investment Management | $221,152 |
MERCER3 years Filed as: MERCER INVESTMENT LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $180,000 |
ARTISAN PARTNERS3 years Filed as: ARTISAN PARTNERS LTD PARTNERSHIP Service code 28 · EIN 30-0551775 | Investment Management | $168,903 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $204,024-100.0% | $454,052-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 18.4%-18.4pp | 3.7%-3.7pp |
| Annual return | 4.28% | 12.07%-7.8pp | 8.95%-4.7pp | 15.63%-11.3pp |
| Employer contribution / active EE | $0 | $9,481-100.0% | $46,559-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $19,831-100.0% | $429-100.0% |