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.2+ years Filed as: STRATEGIC INVESTMENT GROUP Service code 28 · EIN 52-1540171 | Investment Management | $2,681,852 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0191291 | Actuarial | $1,086,804 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN Service code 28 · EIN 98-0445579 | Investment Management | $373,651 |
LOOMIS SAYLES2+ years Service code 28 · EIN 04-3200030 | Investment Management | $308,301 |
ARROWSTREET CAPITAL2+ years Service code 28 · EIN 04-3472863 | Investment Management | $265,942 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON BANK Service code 21 · EIN 25-0065306 | Bank Trustee | $252,257 |
Filed as: QS INVESTORS Service code 28 · EIN 27-2093005 | Investment Management | $247,161 |
NUMERIC INVESTORS LLC2+ years Service code 28 · EIN 04-3068821 | Investment Management | $156,061 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ASSOCIATES Service code 16 · EIN 95-2755361 | Consulting | $135,417 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: MARATHON INVESTMENT PARTNERS, L.P. Service code 28 · EIN 04-3237387 100 CUMMINGS CENTER, SUITE 326J · BEVERLY, MA 01915 | Investment Management | $123,586 |
Sign up free to preview 1 actuary disclosure
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | 5.74% | 6.04%-0.3pp | 5.44%+0.3pp | 9.19%-3.5pp |
| Employer contribution / active EE | $0 | $12,925-100.0% | $25,481-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |