Filed October 18, 2004
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 |
|---|---|---|
SLC MANAGEMENT3+ years Filed as: SLC CAPITAL MANAGEMENT Service code 28 · EIN 68-0635051 | Investment Management | $493,964 |
WILLIS TOWERS WATSON US LLC3+ years Service code 11 · EIN 53-0181291 | Actuarial | $417,305 |
FIDUCIARY INVESTMENT ADVISORS3+ years Service code 27 · EIN 20-4751585 | Advisory (Plan) | $187,000 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $118,200 |
Filed as: GRANAHAN INVESTMENT MANAGEMENT, INC Service code 27 · EIN 04-2856200 | Advisory (Plan) | $59,126 |
SHAPIRO CAPITAL MANAGEMENT LLC3+ years Service code 28 · EIN 20-4196445 | Investment Management | $50,826 |
WISS & COMPANY, LLP3+ years Service code 10 · EIN 22-1732349 | Accounting | $50,000 |
OGLETREE DEAKINS3+ years Service code 29 · EIN 57-1044820 | Legal | $27,522 |
Filed as: PENSION BENEFIT INFORMATION LLC Service code 49 · EIN 82-4722389 | Other Services | $5,064 |
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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 | $9,556,684-100.0% | $80,293-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.4%-2.4pp |
| Annual return | 8.23% | 8.68%-0.4pp | 15.31%-7.1pp | 22.81%-14.6pp |
| Employer contribution / active EE | $0 | $9,089-100.0% | $28,686-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $199-100.0% | $126-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $456-100.0% | $85,222-100.0% |