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.8+ years Filed as: STRATEGIC INVESTMENT GROUP Service code 28 · EIN 52-1540171 | Investment Management | $1,994,138 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $970,922 |
ARROWSTREET CAPITAL4 years Filed as: ARROWSTREET CAPITAL, LP Service code 28 · EIN 04-3472863 | Investment Management | $563,874 |
THE BANK OF NEW YORK MELLON8+ years Service code 18 · EIN 13-5160382 | Investment management; Direct payment... | $208,368 |
WILSHIRE ASSOCIATES INCORPORATED8+ years Filed as: WILSHIRE ASSOCIATES Service code 16 · EIN 95-2755361 | Consulting | $125,000 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS ASSET MANAGEMENT TRUST COMPANY Service code 28 · EIN 36-3718331 | Investment Management | $62,847 |
MARATHON ASSET MANAGEMENT2 years Filed as: MARATHON ASSET MANAGEMENT LIMITED Service code 21 · EIN 98-1669899 | Bank Trustee | $45,060 |
ACADIAN ASSET MANAGEMENT LLC4 years Service code 28 · EIN 04-2929221 | Investment Management | $39,549 |
WELLINGTON TRUST COMPANY8+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $36,606 |
SEGALL BRYANT & HAMILL1 year Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 35-2679129 | Investment Management | $12,808 |
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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 | $47,409-100.0% | $213,834-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 12.2%-12.2pp | 9.9%-9.9pp |
| Annual return | -9.36% | -3.51%-5.9pp | -5.12%-4.2pp | -5.25%-4.1pp |
| Employer contribution / active EE | $0 | $11,313-100.0% | $31,020-100.0% | $15,161-100.0% |
| Participant deferral / active EE | $0 | $60-100.0% | $101-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $2,852-100.0% | $3,859-100.0% |