Filed June 8, 2009
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 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $107,705 |
NEPC, LLC2 years Service code 16 · EIN 26-1429809 | Consulting | $35,000 |
FRANKLIN TEMPLETON1 year Filed as: CLARION PARTNERS Service code 28 · EIN 20-5016401 | Investment Management | $25,265 |
NORTHERN TRUST COMPANY2 years Service code 21 · EIN 36-1561860 | Bank Trustee | $21,411 |
Filed as: GRYPHON INTERNATIONAL INVSTMNT CORP Service code 27 · EIN 98-0432908 | Advisory (Plan) | $16,035 |
LAZARD ASSET MANAGEMENT1 year Filed as: LAZARD ASSET MANAGEMENT LLC Service code 27 · EIN 05-0530199 | Advisory (Plan) | $15,345 |
AON CONSULTING1 year Filed as: AON CONSULTING GROUP Service code 16 · EIN 23-2293237 | Consulting | $13,500 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $6,000 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $218,893-100.0% | $436,953-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 49.9%-49.9pp | 44.2%-44.2pp | 46.4%-46.4pp |
| Annual return | -97.29% | -114.99%+17.7pp | -102.04%+4.8pp | -82.67%-14.6pp |
| Employer contribution / active EE | $0 | $39,361-100.0% | $36,232-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $44-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $11,759-100.0% | $12,721-100.0% | $11,204-100.0% |