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 |
|---|---|---|
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $731,282 |
Filed as: NORTHWEST PLAN SERVICES, INC Service code 13 · EIN 91-2090931 | Contract Administrator | $515,977 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $279,805 |
CLIFTONLARSONALLEN LLP7+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 28 · EIN 41-0746749 | Investment Management | $224,724 |
Filed as: STRATEGIC BENEFITS ADVISORS INC Service code 11 · EIN 03-0415817 | Actuarial | $139,840 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON INV SERVICE INC Service code 28 · EIN 52-1868818 | Investment Management | $102,590 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $11,582 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,824 | $134,619+58.8% | $111,319+92.1% | $101,555+110.6% |
| Participation rate | 95.8% | 89.0%+6.8pp | 77.3%+18.5pp | 74.5%+21.3pp |
| Annual return | 22.03% | 17.96%+4.1pp | 54.68%-32.6pp | 21.00%+1.0pp |
| Employer contribution / active EE | $5,013 | $3,829+30.9% | $2,732+83.5% | $2,972+68.7% |
| Participant deferral / active EE | $8,173 | $6,572+24.4% | $4,488+82.1% | $4,874+67.7% |
| Admin fee / account holder | $156 | $86+80.4% | $7,966-98.0% | $139+11.6% |