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: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $669,265 |
Filed as: VANTAGE CORP Service code 28 · EIN 54-1333680 | Investment Management | $341,817 |
PGIM INVESTMENTS1 year Filed as: PGIM, INC Service code 28 · EIN 22-2540245 | Investment Management | $299,741 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $268,474 |
Filed as: ALPHAENGINE GLOBAL INVESTMENT SOLUT Service code 28 · EIN 61-1527582 | Investment Management | $66,192 |
Filed as: SILCHESTER INTERNATIONAL INVESTOR Service code 27 · EIN 36-7045783 | Advisory (Plan) | $64,355 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 27 · EIN 48-1140940 | Advisory (Plan) | $45,088 |
ANTON COLLINS MITCHELL LLP4 years Service code 28 · EIN 01-0724563 | Investment Management | $31,150 |
Filed as: IRIDIAN ASSET MANAGEMENT Service code 28 · EIN 06-1439577 | Investment Management | $19,856 |
BMO HARRIS BANK NA1 year Filed as: BMO ASSET MANAGEMENT CORP Service code 28 · EIN 36-3673844 | Investment Management | $10,904 |
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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 | $263,436-100.0% | $305,030-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 47.8%-47.8pp | 44.7%-44.7pp | 43.1%-43.1pp |
| Annual return | 63.85% | 288.80%-224.9pp | 380.71%-316.9pp | 259.19%-195.3pp |
| Employer contribution / active EE | $0 | $47,323-100.0% | $45,089-100.0% | $41,472-100.0% |
| Participant deferral / active EE | $0 | $279-100.0% | $272-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $13,313-100.0% | $12,800-100.0% | $21,502-100.0% |