Filed August 29, 2006 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INSTITUTIONAL OPERATIONS Service code 13 · EIN 04-3304255 | Contract Administrator | $785,188 |
Filed as: LEGAL & GENRAL INVESTMENT MGMT(AMER Service code 28 · EIN 20-8058531 | Investment Management | $493,865 |
NORTHERN TRUST COMPANY9+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Bank Trustee | $408,202 |
UNIVEST COMPANY B.V.9+ years Service code 51 | Investment Mgmt Fees | $314,390 |
PIMCO FUNDS9+ years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $243,749 |
WILLIS TOWERS WATSON US LLC9+ years Filed as: TOWERS WATSON PENNSYLVANIA INC Service code 11 · EIN 23-1159360 | Actuarial | $211,272 |
HEALTH PLAN MANAGER9+ years Service code 15 · EIN 22-3460721 | Recordkeeping | $208,667 |
RUSSELL TRUST COMPANY9+ years Filed as: RUSSELL INVESTMENTS Service code 17 1301 SECOND AVENUE · SEATTLE, WA 98101 | Pension Consulting | $176,678 |
UNILEVER UNITED STATES8 years Service code 49 · EIN 36-7324172 | Other Services | $167,282 |
Filed as: STONE HARBOR INVESTMENT PARTNERS Service code 28 · EIN 20-3888589 | Investment Management | $152,198 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $3,299,877-100.0% | $80,293-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.3%-2.3pp |
| Annual return | 6.67% | 20.09%-13.4pp | 15.31%-8.6pp | 37.74%-31.1pp |
| Employer contribution / active EE | $0 | $15,382-100.0% | $28,686-100.0% | $15,788-100.0% |
| Participant deferral / active EE | $0 | $17-100.0% | $126-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $456-100.0% | $9,287-100.0% |