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 |
|---|---|---|
NORTHERN TRUST COMPANY7+ years Service code 13 · EIN 36-1561860 | Contract Administrator | $228,871 |
MERCER5 years Service code 11 · EIN 13-2834414 | Actuarial | $207,355 |
NEPC, LLC6 years Filed as: NEPC Service code 17 · EIN 26-1429809 | Pension Consulting | $122,514 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $94,190 |
INVESCO3 years Filed as: INVESCO CAPITAL MANAGEMENT Service code 51 · EIN 58-1707262 | Investment Mgmt Fees | $90,130 |
Filed as: PARAMETRIC Service code 51 · EIN 20-0292745 | Investment Mgmt Fees | $80,902 |
Service code 35 · EIN 23-7221763 | Employee (plan sponsor); Direct payme... | $79,394 |
Filed as: HOTCHKIS & WILEY CAP MGMT Service code 51 · EIN 95-4871957 | Investment Mgmt Fees | $46,804 |
WILLIAM BLAIR5 years Service code 51 · EIN 36-2214610 | Investment Mgmt Fees | $18,323 |
Service code 51 · EIN 26-3761443 | Investment Mgmt Fees | $12,443 |
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Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 12.86% | 35.98%-23.1pp | 10.75%+2.1pp | 15.63%-2.8pp |
| Employer contribution / active EE | $1,399 | $8,396-83.3% | $35,170-96.0% | $11,476-87.8% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |