Filed July 14, 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1975125 | Actuarial | $36,272 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE MORAN, PLLC Service code 10 · EIN 38-1357951 | Accounting | $15,965 |
NORTHERN TRUST COMPANY8+ years Filed as: THE NORTHERN TRUST COMPANY Service code 13 · EIN 36-1561860 | Contract Administrator | $13,992 |
EAGLE CAPITAL MANAGEMENT, LLC8+ years Service code 28 · EIN 22-3361201 | Investment Management | $13,803 |
MONTICELLO ASSOCIATES8+ years Service code 27 · EIN 84-1205635 | Advisory (Plan) | $9,517 |
WELLINGTON TRUST COMPANY8+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $8,347 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,218-100.0% | $339,002-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 39.1%-39.1pp | 12.4%-12.4pp |
| Annual return | 10.68% | 7.73%+2.9pp | 12.78%-2.1pp | 9.89%+0.8pp |
| Employer contribution / active EE | $15,799 | $15,115+4.5% | $44,816-64.7% | $14,313+10.4% |
| Participant deferral / active EE | $0 | $300-100.0% | $33-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $3,821-100.0% | $2,002-100.0% | $9,084-100.0% |