Filed July 20, 2012 (most recent of 3 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 |
|---|---|---|
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL & GEN COLLECTIVE INVT TR Service code 28 · EIN 20-8058531 | Investment Management | $308,600 |
AON CONSULTING10+ years Service code 13 · EIN 22-2232264 | Contract Administrator | $121,772 |
PLANTE & MORAN, PLLC5 years Filed as: PLANTE MORAN PLLC Service code 10 · EIN 33-1498605 | Accounting | $45,365 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $34,200 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 21 · EIN 51-0099493 | Bank Trustee | $23,044 |
SILCHESTER INTERNATIONAL INVESTORS10+ years Filed as: SILCHESTER INTERNATIONAL Service code 28 · EIN 36-7045783 | Investment Management | $21,793 |
CARDINAL INVESTMENT ADVISORS10+ years Filed as: CARDINAL INVESTMENT ADVISORS LLC Service code 28 · EIN 36-4464580 | Investment Management | $20,000 |
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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 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 4.20% | 8.04%-3.8pp | 9.17%-5.0pp | 8.76%-4.6pp |
| Employer contribution / active EE | $0 | $10,583-100.0% | $40,523-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $225-100.0% | $42-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |