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.9+ years Filed as: STRATEGIC INVESTMENT GROUP Service code 28 · EIN 52-1540171 | Investment Management | $1,643,980 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $678,664 |
THE BANK OF NEW YORK MELLON9+ years Service code 18 · EIN 13-5160382 | Trustee (directed); Trustee (bank, tr... | $199,353 |
ARROWSTREET CAPITAL5 years Filed as: ARROWSTREET CAPITAL, LP Service code 28 · EIN 04-3472863 | Investment Management | $157,151 |
WILSHIRE ASSOCIATES INCORPORATED9+ years Filed as: WILSHIRE ASSOCIATES Service code 16 · EIN 95-2755361 | Consulting | $125,000 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS ASSET MANAGEMENT TRUST COMPANY Service code 28 · EIN 36-3718331 | Investment Management | $60,700 |
ACADIAN ASSET MANAGEMENT LLC5 years Service code 28 · EIN 04-2929221 | Investment Management | $37,454 |
WELLINGTON TRUST COMPANY9+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $33,722 |
SEGALL BRYANT & HAMILL2 years Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 35-2679129 | Investment Management | $26,428 |
MARATHON ASSET MANAGEMENT3 years Filed as: MARATHON ASSET MANAGEMENT LIMITED Service code 21 · EIN 98-1669899 | Bank Trustee | $24,252 |
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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 | $125,690-100.0% | $182,032-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 13.4%-13.4pp | 12.4%-12.4pp |
| Annual return | 10.03% | 8.82%+1.2pp | 7.69%+2.3pp | 9.89%+0.1pp |
| Employer contribution / active EE | $0 | $12,837-100.0% | $28,501-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $58-100.0% | $49-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $265-100.0% | $51,246-100.0% | $9,084-100.0% |