Filed July 17, 2013 (most recent of 7 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 LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $1,725,894 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 27 · EIN 48-1140940 | Advisory (Plan) | $524,802 |
NORTHERN TRUST COMPANY6 years Service code 21 · EIN 36-1561860 | Bank Trustee | $440,121 |
ARROWMARK PARTNERS2 years Filed as: ARROWMARK COLORADO HOLDINGS LLC Service code 28 · EIN 39-2068140 | Investment Management | $328,702 |
ARROWSTREET CAPITAL6 years Filed as: ARROWSTREET CAPITAL, L.P. Service code 28 · EIN 04-3472863 | Investment Management | $185,333 |
LAZARD ASSET MANAGEMENT2 years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $148,710 |
BLACKROCK2 years Filed as: BLACKROCK INSTL TRUST COMPANY N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $123,231 |
THOMPSON HINE2 years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $109,946 |
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 17 · EIN 52-1868818 | Pension Consulting | $109,125 |
PLANTE & MORAN, PLLC6 years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $36,725 |
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Annual investment return 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.
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 | $565,817-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 29.9%-29.9pp | 0.0%0pp |
| Annual return | -26.81% | -14.80%-12.0pp | -8.80%-18.0pp | -14.80%-12.0pp |
| Employer contribution / active EE | $0 | $8,996-100.0% | $43,463-100.0% | $8,996-100.0% |
| Participant deferral / active EE | $0 | $455-100.0% | $12-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $866-100.0% | - |