Filed June 21, 2006
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Filed as: STRATEGIC INVESTMENT GROUP Service code 28 · EIN 52-1540171 | Investment Management | $1,431,325 |
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $749,373 |
ARROWSTREET CAPITAL6 years Filed as: ARROWSTREET CAPITAL, LP Service code 28 · EIN 04-3472863 | Investment Management | $345,042 |
THE BANK OF NEW YORK MELLON10+ years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Investm... | $194,061 |
WILSHIRE ASSOCIATES INCORPORATED10+ years Filed as: WILSHIRE ASSOCIATES Service code 16 · EIN 95-2755361 | Consulting | $125,000 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS ASSET MANAGEMENT TRUST COMPANY Service code 28 · EIN 36-3718331 | Investment Management | $67,208 |
WELLINGTON TRUST COMPANY10+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $38,302 |
SEGALL BRYANT & HAMILL3 years Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 35-2679129 | Investment Management | $26,423 |
ACADIAN ASSET MANAGEMENT LLC6 years Service code 28 · EIN 04-2929221 | Investment Management | $25,737 |
MGG INVESTMENT GROUP LP1 year Service code 28 · EIN 47-1415826 | Investment Management | $4,295 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 1 reportable transaction
Free accounts unlock saves, downloads, and 3-year history.
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 | $75,644-100.0% | $106,128-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.9%-11.9pp | 12.2%-12.2pp | 11.0%-11.0pp |
| Annual return | 5.96% | 7.25%-1.3pp | 5.04%+0.9pp | 8.21%-2.3pp |
| Employer contribution / active EE | $0 | $13,308-100.0% | $26,454-100.0% | $13,841-100.0% |
| Participant deferral / active EE | $0 | $61-100.0% | $78-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $16,625-100.0% | $1,652-100.0% |