Filed February 12, 2010
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 |
|---|---|---|
NEPC, LLC4 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $187,683 |
USI CONSULTING GROUP3 years Service code 13 · EIN 06-1053228 | Contract Administrator | $184,713 |
WEAVER AND TIDWELL, LLP2 years Filed as: WEAVER & TIDWELL, LLP Service code 10 · EIN 75-0786316 | Accounting | $48,300 |
GLOBAL TRUST COMPANY2 years Service code 51 · EIN 37-6567224 | Investment Mgmt Fees | $19,772 |
US BANK3 years Filed as: US BANK NATIONAL ASSOCIATION Service code 25 · EIN 31-0841368 | Directed Trustee | $13,186 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 28 · EIN 81-4017137 | Investment Management | $6,261 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $1,650 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -1.88% | 10.52%-12.4pp | 2.37%-4.2pp | 10.52%-12.4pp |
| Employer contribution / active EE | $0 | $15,140-100.0% | $17,538-100.0% | $15,140-100.0% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $0 | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |