Filed January 17, 2006 (most recent of 3 filings on file)
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 |
|---|---|---|
NEPC, LLC1+ years Filed as: NEPC, LLC. Service code 27 · EIN 26-1429809 | Advisory (Plan) | $149,804 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $135,237 |
Filed as: WINDHAVEN INVESTMENT MANAGEMENT Service code 28 · EIN 27-3763801 | Investment Management | $117,134 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $84,788 |
Filed as: UNITY HEALTH SYSTEM Service code 13 · EIN 23-7221763 | Contract Administrator | $77,292 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST Service code 27 · EIN 04-2683227 | Advisory (Plan) | $38,326 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -4.79% | 4.01%-8.8pp | -2.01%-2.8pp | 1.67%-6.5pp |
| Employer contribution / active EE | $5,039 | $6,352-20.7% | $34,453-85.4% | $10,506-52.0% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |