Filed October 31, 2005 (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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $1,172,522 |
NORTHERN TRUST COMPANY5+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $304,160 |
SCHRODER INVESTMENT MANAGEMENT5+ years Service code 28 · EIN 13-4064414 | Investment Management | $248,549 |
OGLETREE DEAKINS4 years Filed as: OGLETREE,DEAKINS,NASH,SMOAK&STEWART Service code 29 · EIN 57-1044820 | Legal | $24,572 |
ALIRT INSURANCE RESEARCH1 year Service code 49 · EIN 20-3957224 | Other Services | $8,900 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 13.59% | 221.56%-208.0pp | 29.77%-16.2pp | 53.27%-39.7pp |
| Employer contribution / active EE | $26,074 | $12,096+115.6% | $33,607-22.4% | $14,774+76.5% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |