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 |
|---|---|---|
MERCER6 years Service code 11 · EIN 13-2834414 | Actuarial | $279,287 |
NORTHERN TRUST COMPANY8+ years Service code 13 · EIN 36-1561860 | Contract Administrator | $211,580 |
Filed as: PARAMETRIC Service code 51 · EIN 20-0292745 | Investment Mgmt Fees | $113,371 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $99,305 |
NEPC, LLC7 years Filed as: NEPC Service code 17 · EIN 26-1429809 | Pension Consulting | $93,694 |
JOHNSTON INTERNATIONAL1 year Service code 51 · EIN 53-0237142 | Investment Mgmt Fees | $61,508 |
BLACKROCK1 year Service code 51 · EIN 94-3112180 | Investment Mgmt Fees | $54,709 |
INVESCO4 years Filed as: INVESCO CAPITAL MANAGEMENT Service code 51 · EIN 58-1707262 | Investment Mgmt Fees | $52,314 |
Filed as: HOTCHKIS & WILEY CAP MGMT Service code 51 · EIN 95-4871957 | Investment Mgmt Fees | $42,888 |
Service code 35 · EIN 23-7221763 | Employee (plan sponsor) | $7,342 |
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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $267,477-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 1.5%-1.5pp |
| Annual return | -24.41% | -2.41%-22.0pp | -38.86%+14.5pp | 23.41%-47.8pp |
| Employer contribution / active EE | $0 | $7,691-100.0% | $37,756-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |