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 |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.5+ years Service code 13 · EIN 91-2090931 | Contract Administrator | $886,653 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON MANAGEMENT CO. LLP Service code 28 · EIN 04-2683227 | Investment Management | $632,710 |
ARROWSTREET CAPITAL5+ years Filed as: ARROWSTREET CAPITAL, L.P. Service code 28 · EIN 04-3472863 | Investment Management | $471,531 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $452,049 |
WESTERN ASSET MANAGEMENT COMPANY5+ years Service code 28 · EIN 95-2705767 | Investment Management | $245,240 |
STRATEGIC BENEFIT ADVISORS5+ years Filed as: STRATEGIC BENEFITS ADVISORS, INC Service code 11 · EIN 03-0415817 | Actuarial | $100,983 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON INV SERVICE INC Service code 28 · EIN 52-1868818 | Investment Management | $80,000 |
JELLYVISION LAB, INC.3 years Service code 38 · EIN 36-4442819 | Participant Communication | $42,000 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $41,625 |
CLIFTONLARSONALLEN LLP5+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $29,110 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $157,653 | $117,238+34.5% | $87,102+81.0% | $82,204+91.8% |
| Participation rate | 96.9% | 87.2%+9.7pp | 76.9%+20.1pp | 73.4%+23.5pp |
| Annual return | 23.12% | 25.80%-2.7pp | 28.19%-5.1pp | 26.31%-3.2pp |
| Employer contribution / active EE | $4,863 | $3,535+37.6% | $2,521+92.9% | $2,707+79.6% |
| Participant deferral / active EE | $7,433 | $5,976+24.4% | $4,048+83.6% | $4,246+75.1% |
| Admin fee / account holder | $183 | $81+125.3% | $7,493-97.6% | $76+142.3% |