Filed October 26, 2007 (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 |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $1,139,373 |
STRATEGIC BENEFIT ADVISORS1+ years Filed as: STRATEGIC BENEFITS ADVISORS, INC Service code 11 · EIN 03-0415817 | Actuarial | $427,135 |
ARROWSTREET CAPITAL1+ years Filed as: ARROWSTREET CAPITAL, L.P. Service code 28 · EIN 04-3472863 | Investment Management | $409,382 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $392,301 |
Filed as: RS INVESTMENT MANAGEMENT CO. LLC Service code 28 · EIN 94-3321067 | Investment Management | $340,637 |
NORTHWEST PLAN SERVICES, INC.1+ years Service code 13 · EIN 91-2090931 | Contract Administrator | $287,111 |
FIDUCIARY MGMT ASSOC1+ years Filed as: FIDUCIARY MANAGEMENT ASSOCIATES,LLC Service code 28 · EIN 06-1656168 | Investment Management | $272,853 |
WESTERN ASSET MANAGEMENT COMPANY1+ years Service code 28 · EIN 95-2705767 | Investment Management | $121,305 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $80,183 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON INV SERVICE INC Service code 28 · EIN 52-1868818 | Investment Management | $69,712 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $126,630 | $111,064+14.0% | $67,652+87.2% | $69,651+81.8% |
| Participation rate | 98.9% | 86.0%+12.9pp | 75.7%+23.3pp | 66.6%+32.4pp |
| Annual return | 1.65% | 2.77%-1.1pp | 6625.40%-6623.7pp | 53.77%-52.1pp |
| Employer contribution / active EE | $5,298 | $3,328+59.2% | $2,266+133.8% | $2,241+136.5% |
| Participant deferral / active EE | $7,221 | $6,396+12.9% | $3,560+102.8% | $3,635+98.6% |
| Admin fee / account holder | $309 | $72+330.6% | $4,821-93.6% | $63+389.4% |