Filed March 8, 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.
| Provider | Service type | Compensation |
|---|---|---|
DODGE & COX1 year Filed as: DODGE AND COX Service code 28 801 PENNSYLVANIA AVE · KANSAS CITY, MO 641051307 | Investment Management | $1,329,893 |
Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $238,590 |
DELAWARE INVESTMENTS4 years Filed as: MACQUARIE INVESTMENT MGMNT ADVISERS Service code 28 · EIN 23-2859590 | Investment Management | $231,138 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $213,276 |
Filed as: PORTER, WRIGHT, MORRIS AND ARTHUR Service code 29 · EIN 31-4373657 | Legal | $61,634 |
AON CONSULTING3 years Service code 11 · EIN 22-2232264 | Actuarial | $60,256 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $45,000 |
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $9,598 |
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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 2.90% | 18.61%-15.7pp | 4.95%-2.1pp | 9.30%-6.4pp |
| Employer contribution / active EE | $0 | $11,871-100.0% | $20,917-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $119-100.0% | $188-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |