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 |
|---|---|---|
MERCER2 years Service code 11 · EIN 13-2834414 | Actuarial | $289,913 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON Service code 11 · EIN 22-2572873 | Actuarial | $272,179 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST BANK Service code 13 · EIN 36-1561860 | Contract Administrator | $115,184 |
Filed as: ABERDEEN ASSET MANAGEMENT Service code 27 · EIN 51-0368279 | Advisory (Plan) | $77,437 |
Filed as: GRYPHON Service code 51 · EIN 98-0432908 | Investment Mgmt Fees | $76,800 |
NEPC, LLC3 years Filed as: NEPC Service code 17 · EIN 26-1429809 | Pension Consulting | $76,441 |
Service code 35 · EIN 22-2572873 | Employee (plan sponsor); Direct payme... | $72,320 |
WILLIAM BLAIR2 years Service code 51 · EIN 47-2614791 | Investment Mgmt Fees | $67,545 |
Filed as: PARAMETRIC Service code 51 · EIN 41-0995965 | Investment Mgmt Fees | $65,039 |
Filed as: HOTCHKIS & WILEY CAP MGMT Service code 51 · EIN 95-4871957 | Investment Mgmt Fees | $34,100 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -7.14% | 9.64%-16.8pp | -102.04%+94.9pp | 33.37%-40.5pp |
| Employer contribution / active EE | $6,847 | $8,034-14.8% | $36,232-81.1% | $11,253-39.2% |
| Participant deferral / active EE | $0 | $572-100.0% | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |