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 FUNDS6+ years Filed as: PIMCO Service code 28 · EIN 23-0629048 | Investment Management | $2,200,443 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $1,310,370 |
NORTHERN TRUST COMPANY6+ years Service code 20 · EIN 36-1561860 | Trustee (individual); Direct payment ... | $709,033 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $629,538 |
Filed as: GUGGENHEIM PARTNERS INVESTMENT MGT Service code 28 · EIN 80-0644053 | Investment Management | $52,749 |
WINSTON & STRAWN LLP3 years Filed as: WINSTON AND STRAWN Service code 29 · EIN 36-1975990 | Legal | $47,317 |
ADAMS ADDRESSING ASSOCIATES2 years Filed as: ADAMS ADDRESSING ASSOC FOR SERVICES Service code 15 39 FARANELLA DRIVE · EAST HANOVER, NJ 07936 | Recordkeeping | $10,541 |
USI CONSULTING GROUP3 years Filed as: BURKE GROUP, LLC Service code 17 · EIN 80-0688755 | Pension Consulting | $2,100 |
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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 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 12.86% | 117.00%-104.1pp | 90.61%-77.8pp | 5230.06%-5217.2pp |
| Employer contribution / active EE | $1,163 | $5,915-80.3% | $32,730-96.4% | $10,491-88.9% |
| Participant deferral / active EE | $0 | $76-100.0% | $40-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |