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.
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $84,340 |
Service code 28 · EIN 47-3503928 | Investment Management | $80,922 |
NEPC, LLC1 year Service code 16 · EIN 26-1429809 | Consulting | $62,500 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $18,292 |
BAKER & HOSTETLER LLP1 year Service code 29 · EIN 34-0082025 | Legal | $14,856 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $13,000 |
Filed as: VAUGHAN NELSON INVESTMENT MGMT LP Service code 28 · EIN 36-6044243 | Investment Management | $10,522 |
FIERA CAPITAL2 years Filed as: FIERA CAPITAL INC. Service code 28 · EIN 13-2726734 | Investment Management | $7,501 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 14.39% | 26.60%-12.2pp | 10.16%+4.2pp | 17.84%-3.5pp |
| Employer contribution / active EE | $0 | $7,232-100.0% | $33,192-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |