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.
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Filed as: STRATEGIC INVESTMENT GROUP Service code 28 · EIN 52-1540171 | Investment Management | $2,127,241 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $1,174,760 |
THE BANK OF NEW YORK MELLON7+ years Service code 18 · EIN 13-5160382 | Investment management; Trustee (direc... | $304,416 |
ARROWSTREET CAPITAL3 years Filed as: ARROWSTREET CAPITAL, LP Service code 28 · EIN 04-3472863 | Investment Management | $259,518 |
LOOMIS SAYLES2 years Filed as: LOOMIS, SAYLES & CO., L.P. Service code 28 · EIN 04-3200030 | Investment Management | $117,016 |
Filed as: UBS ASSET MANAGEMENT TRUST COMPANY Service code 28 · EIN 36-3718331 | Investment Management | $103,168 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Filed as: WILSHIRE ASSOCIATES Service code 16 · EIN 95-2755361 | Consulting | $93,750 |
PANAGORA ASSET MANAGEMENT7+ years Service code 28 · EIN 04-3063840 | Investment Management | $91,881 |
ACADIAN ASSET MANAGEMENT LLC3 years Service code 28 · EIN 04-2929221 | Investment Management | $60,123 |
VULCAN VALUE PARTNERS3 years Service code 27 · EIN 39-2051712 | Advisory (Plan) | $46,423 |
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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 | $67,261-100.0% | $220,551-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 8.7%-8.7pp | 3.6%-3.6pp |
| Annual return | 7.44% | 8.91%-1.5pp | 7.32%+0.1pp | 11.84%-4.4pp |
| Employer contribution / active EE | $0 | $8,713-100.0% | $23,426-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $675-100.0% | $107-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $892-100.0% | $9,522-100.0% | $409-100.0% |