Filed July 30, 2006 (most recent of 5 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 |
|---|---|---|
ALIGHT SOLUTIONS LLC6 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,492,002 |
INCOME RESEARCH & MANAGEMENT5 years Filed as: INCOME RESEARCH & MGMT. INC. Service code 28 · EIN 04-2955404 | Investment Management | $497,753 |
NORTHERN TRUST COMPANY9+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $343,720 |
WESTERN ASSET MANAGEMENT COMPANY9+ years Service code 28 · EIN 95-2705767 | Investment Management | $243,080 |
AON CONSULTING6 years Service code 11 · EIN 22-2232264 | Actuarial | $177,909 |
ERNST & YOUNG LLP3 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $163,000 |
Service code 28 · EIN 51-0368279 | Investment Management | $131,250 |
STATE STREET GLOBAL ADVISORS8 years Filed as: STATE STREET BANK AND TRUST CO. Service code 18 · EIN 04-1867445 | Other fees; Investment management fee... | $85,812 |
Service code 14 · EIN 13-3350744 | Plan Administrator | $22,572 |
WALLACH & ASSOCIATES9+ years Filed as: WALLACH & ASSOCIATES, INC. Service code 17 · EIN 22-3348744 | Pension Consulting | $9,500 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 4 reportable transactions
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% | $2,703,652-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 7.7%-7.7pp | 2.3%-2.3pp |
| Annual return | 6.64% | 37.77%-31.1pp | 7.26%-0.6pp | 37.77%-31.1pp |
| Employer contribution / active EE | $0 | $15,798-100.0% | $34,949-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $732-100.0% | $86-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | - | $9,287-100.0% |