Filed September 15, 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 |
|---|---|---|
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 23-0629048 | Investment Management | $1,626,783 |
Filed as: FIDELITY INSTITUTIONAL OPERATIONS Service code 15 · EIN 04-3304255 | Recordkeeping | $1,108,853 |
NORTHERN TRUST COMPANY2+ years Service code 20 · EIN 36-1561860 | Trustee (individual); Direct payment ... | $279,108 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $61,687 |
MCDERMOTT WILL & EMERY LLP2+ years Filed as: MCDERMOTT, WILL & EMERY LLP Service code 29 · EIN 36-1453176 | Legal | $43,461 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $53,539 | $53,5390% | $219,466-75.6% | $57,821-7.4% |
| Participation rate | 38.2% | 19.1%+19.1pp | 44.6%-6.4pp | 5.5%+32.7pp |
| Annual return | 6.46% | 10.84%-4.4pp | 5.00%+1.5pp | 5.86%+0.6pp |
| Employer contribution / active EE | $1,144 | $5,136-77.7% | $35,918-96.8% | $10,137-88.7% |
| Participant deferral / active EE | $0 | $464-100.0% | $75-100.0% | $492-100.0% |
| Admin fee / account holder | $531 | $5310% | $13,204-96.0% | $387+37.3% |