Filed October 10, 2012 (most recent of 5 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 |
|---|---|---|
Service code 23 · EIN 52-1042410 | Insurance services | $1,191,631 |
MILLIMAN, INC.3 years Filed as: MILLIMAN USA, INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $516,674 |
LEGAL & GENERAL INVESTMENT6+ years Filed as: LEGAL AND GENERAL INVESTMENT Service code 28 · EIN 20-8058531 | Investment Management | $379,460 |
ARROWSTREET CAPITAL3 years Filed as: ARROWSTREET CAPITAL, LP Service code 28 · EIN 04-3472863 | Investment Management | $319,358 |
NORTHERN TRUST COMPANY3 years Service code 28 · EIN 36-1561860 | Investment Management | $245,507 |
Filed as: WESTERN ASSET MANAGEMENT CO. Service code 28 · EIN 95-2705767 | Investment Management | $135,125 |
Filed as: ROCATON INVESTMENT ADVISORS Service code 28 · EIN 04-3638035 | Investment Management | $130,339 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $85,394 |
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT SOLUTIONS, LLC Service code 64 · EIN 36-2235791 | Recordkeeping Fees | $74,817 |
BAKER TILLY US, LLP5 years Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-0859910 | Accounting | $51,178 |
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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 | $444,552-100.0% | $54,060-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 3.7%-3.7pp |
| Annual return | 17.81% | 7.76%+10.0pp | 36.37%-18.6pp | 15.63%+2.2pp |
| Employer contribution / active EE | $0 | $10,188-100.0% | $37,223-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $0 | $524-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $568-100.0% | $429-100.0% |