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 |
|---|---|---|
MERCER7 years Service code 11 · EIN 13-2834414 | Actuarial | $250,072 |
NORTHERN TRUST COMPANY9+ years Service code 13 · EIN 36-1561860 | Contract Administrator | $249,700 |
NEPC, LLC8 years Filed as: NEPC Service code 17 · EIN 26-1429809 | Pension Consulting | $154,098 |
Filed as: PARAMETRIC Service code 51 · EIN 20-0292745 | Investment Mgmt Fees | $108,319 |
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $75,073 |
JOHNSTON INTERNATIONAL2 years Service code 51 · EIN 53-0237142 | Investment Mgmt Fees | $56,518 |
Filed as: HOTCHKIS & WILEY CAP MGMT Service code 51 · EIN 95-4871957 | Investment Mgmt Fees | $47,630 |
BLACKROCK2 years Service code 51 · EIN 94-3112180 | Investment Mgmt Fees | $21,336 |
INVESCO5 years Filed as: INVESCO CAPITAL MANAGEMENT Service code 51 · EIN 58-1707262 | Investment Mgmt Fees | $17,464 |
Service code 35 · EIN 23-7221763 | Employee (plan sponsor) | $9,084 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $247,553-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 50.4%-50.4pp | 2.2%-2.2pp |
| Annual return | 7.82% | 9.71%-1.9pp | 32.33%-24.5pp | 9.11%-1.3pp |
| Employer contribution / active EE | $3,119 | $7,317-57.4% | $33,964-90.8% | $12,231-74.5% |
| Participant deferral / active EE | $0 | $946-100.0% | $43-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,141-100.0% | $125-100.0% |