Filed December 4, 2006
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 |
|---|---|---|
Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $1,082,110 |
VANTAGE CONSULTING GROUP, INC.2+ years Filed as: VANTAGE CONSULTING GROUP Service code 28 · EIN 54-1333680 | Investment Management | $346,598 |
PGIM INVESTMENTS2+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 52-2609785 | Investment Management | $326,627 |
NISA INVESTMENT ADVISORS, LLC2+ years Service code 28 · EIN 48-1140940 | Investment Management | $200,000 |
Filed as: SILCHESTER INTL INVESTORS Service code 28 · EIN 36-7045783 | Investment Management | $171,343 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 15 · EIN 36-1561860 | Recordkeeping | $112,357 |
IRIDIAN ASSET MANAGEMENT, LLC2+ years Service code 28 · EIN 06-1439577 | Investment Management | $44,989 |
EKS&H LLLP2+ years Service code 10 · EIN 46-1490733 | Accounting | $39,420 |
Filed as: KESTREL INVESTMENT MANAGEMENT CORP. Service code 28 · EIN 94-3173193 | Investment Management | $33,627 |
SOUTH STATE RPS1 year Filed as: SOUTH LASALLE INTERNATIONAL TRUST Service code 28 · EIN 04-3369476 | Investment Management | $30,914 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $29,685-100.0% | $264,156-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 18.4%-18.4pp | 45.6%-45.6pp | 12.6%-12.6pp |
| Annual return | 7.22% | 4.97%+2.2pp | 4.74%+2.5pp | 4.56%+2.7pp |
| Employer contribution / active EE | $937,898 | $17,970+5119.4% | $46,220+1929.2% | $15,526+5940.9% |
| Participant deferral / active EE | $0 | $141-100.0% | $248-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $12,050-100.0% | $1,711-100.0% |