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 FUNDS4+ years Filed as: PIMCO Service code 28 · EIN 23-0629048 | Investment Management | $1,664,688 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $1,556,259 |
Filed as: FIDELITY INSTITUTIONAL OPERATIONS Service code 15 · EIN 04-3304255 | Recordkeeping | $848,913 |
WINSTON & STRAWN LLP1 year Filed as: WINSTON AND STRAWN Service code 29 · EIN 36-1975990 | Legal | $563,512 |
NORTHERN TRUST COMPANY4+ years Service code 20 · EIN 36-1561860 | Trustee (individual); Direct payment ... | $269,040 |
Filed as: GUGGENHEIM PARTNERS INVESTMENT MGT Service code 28 · EIN 80-0644053 | Investment Management | $56,177 |
USI CONSULTING GROUP1 year Filed as: BURKE GROUP, LLC Service code 17 · EIN 80-0688755 | Pension Consulting | $49,248 |
Filed as: PRUDENTIAL BANK & TRUST COMPANY Service code 52 · EIN 58-0513395 | Indirect Investment Fees | $35,059 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 13 · EIN 22-1211670 | Contract Administrator | $29,956 |
LORD ABBETT1 year Filed as: LORD ABBETT & COMPANY Service code 28 · EIN 13-5620131 | Investment Management | $19,628 |
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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.
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 | $0 | $436,953-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -3.13% | 16.96%-20.1pp | -102.04%+98.9pp | 73.13%-76.3pp |
| Employer contribution / active EE | $856 | $5,316-83.9% | $36,232-97.6% | $8,421-89.8% |
| Participant deferral / active EE | $0 | $110-100.0% | $47-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $12,721-100.0% | - |