Filed May 10, 2006 (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.
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $18,132 |
JANUS HENDERSON1+ years Filed as: JANUS Service code 28 · EIN 84-0765359 | Investment Management | $14,741 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 | Accounting | $10,750 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-0057834 | Investment Management | $9,104 |
SNOW CAPITAL MANAGEMENT1+ years Filed as: SNOW CAPITAL MANAGEMENT, LP Service code 28 · EIN 25-1894430 | Investment Management | $8,362 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON ASSET SERVICING Service code 21 · EIN 13-2614959 | Bank Trustee | $6,790 |
Filed as: ATLANTIC INVESTMENT MANAGEMENT, INC Service code 28 · EIN 13-3482911 | Investment Management | $6,685 |
D. F. DENT & COMPANY, INC.1+ years Filed as: D. F. DENT & CO. Service code 28 · EIN 52-1045317 | Investment Management | $5,851 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 28 · EIN 36-1561860 | Investment Management | $5,849 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-2834414 | Pension Consulting | $5,842 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 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 | $122,655-100.0% | $522,682-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 41.4%-41.4pp | 12.6%-12.6pp | 48.7%-48.7pp |
| Annual return | -94.85% | -5.77%-89.1pp | -3.43%-91.4pp | -2.16%-92.7pp |
| Employer contribution / active EE | $0 | $38,102-100.0% | $25,607-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $0 | $77-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $6,725-100.0% | $13,511-100.0% | $12,572-100.0% |