Filed April 28, 2009 (most recent of 4 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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $468,343 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: JP MORGAN CHASE Service code 28 · EIN 13-4994650 | Investment Management | $341,013 |
BAIRD FUNDS6+ years Filed as: ROBERT W. BAIRD AND COMPANY Service code 28 · EIN 39-6037917 | Investment Management | $279,465 |
GARCIA HAMILTON & ASSOCIATES6+ years Filed as: GARCIA HAMILTON & ASSOCIATES, L.P. Service code 28 · EIN 76-0589652 | Investment Management | $241,144 |
Service code 28 · EIN 13-3200244 | Investment Management | $191,137 |
LSV ASSET MANAGEMENT5 years Service code 28 · EIN 23-2772200 | Investment Management | $159,893 |
ELLWOOD ASSOCIATES6+ years Filed as: J.H. ELLWOOD & ASSOC. Service code 28 · EIN 36-3121777 | Investment Management | $120,000 |
NORTHERN TRUST COMPANY6+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $113,810 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 · EIN 39-0859910 | Accounting | $18,500 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $2,822,362-100.0% | $91,826-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.6%-0.6pp |
| Annual return | 9.37% | 16.36%-7.0pp | 793.01%-783.6pp | 11.45%-2.1pp |
| Employer contribution / active EE | $0 | $15,595-100.0% | $27,004-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $5-100.0% | $154-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $4,239-100.0% | $15,480-100.0% |