Filed September 29, 2009 (most recent of 2 filings on file)
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 |
|---|---|---|
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 13 · EIN 22-2232264 | Contract Administrator | $378,812 |
COLUMBIA2 years Filed as: COLUMBIA MANAGEMENT INVESTMENT Service code 15 P.O. BOX 8081 · BOSTON, MA 022668081 | Recordkeeping | $195,738 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 15 · EIN 94-1687665 | Recordkeeping | $186,268 |
RSM US LLP3+ years Service code 10 · EIN 42-0714325 | Accounting | $42,149 |
CAMBIAR INVESTORS LLC2 years Filed as: CAMBIAR INVESTORS, LLC Service code 28 200 COLUMBINE STREET, #800 · DENVER, CO 80206 | Investment Management | $29,314 |
THE SEGAL COMPANY1 year Filed as: SCOTT SEGAL Service code 29 810 KANAWHA BLVD. E. · CHARLESTON, WV 25301 | Legal | $16,075 |
BAIRD FUNDS2 years Service code 28 615 E. MICHIGAN STREET, 3RD FLOOR · MILWAUKEE, WI 53202 | Investment Management | $13,533 |
ROBECO INVESTMENT MANAGEMENT2 years Filed as: ROBECO INVESTMENT MANAGEMENT, INC. Service code 28 900 THIRD AVENUE 32ND FLOOR · NEW YORK, NY 10022 | Investment Management | $13,436 |
HILLCREST ASSET MANAGEMENT2 years Service code 28 2805 DALLAS PARKWAY · PLANO, TX 75093 | Investment Management | $11,269 |
FIERA CAPITAL2 years Filed as: FIERA CAPITAL INC. Service code 28 10050 INNOVATION DRIVE · DAYTON, OH 45342 | Investment Management | $9,700 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $256,121-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 4.5%-4.5pp |
| Annual return | 10.97% | 11.20%-0.2pp | 9.60%+1.4pp | 13.95%-3.0pp |
| Employer contribution / active EE | $0 | $27,489-100.0% | $45,595-100.0% | $16,598-100.0% |
| Participant deferral / active EE | $0 | $372-100.0% | $255-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $9,523-100.0% | $612-100.0% |