Filed December 14, 2015
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 |
|---|---|---|
NORTHERN TRUST COMPANY4 years Service code 21 · EIN 36-1561860 | Bank Trustee | $138,869 |
BAIRD FUNDS5+ years Filed as: ROBERT W. BAIRD AND COMPANY Service code 21 · EIN 39-6037917 | Bank Trustee | $126,896 |
INVESCO5+ years Filed as: INVESCO CAPITAL MANAGEMENT Service code 21 · EIN 58-1707262 | Bank Trustee | $104,225 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 21 · EIN 13-3142135 | Bank Trustee | $18,736 |
EQUITABLE ADVISORS LLC4 years Filed as: THE EQUITABLE INSURANCE COMPANY Service code 21 · EIN 13-5570651 | Bank Trustee | $16,760 |
BLACKROCK5+ years Filed as: BLACKROCK CORP Service code 21 · EIN 94-6052285 | Bank Trustee | $16,081 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 16.84% | 34.64%-17.8pp | 20.73%-3.9pp | 21.83%-5.0pp |
| Employer contribution / active EE | $0 | $7,654-100.0% | $36,503-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $1 | $693-99.9% | $77-99.2% | $987-99.9% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |