Filed May 5, 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.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $1,598,406 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $642,140 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 21 · EIN 06-6275604 | Bank Trustee | $631,553 |
PACIFIC ALT. ASSET MGT. CO. LLC1+ years Service code 28 · EIN 03-0571020 | Investment Management | $603,648 |
EVANSTON1+ years Filed as: EVANSTON CAPITAL MANAGEMENT Service code 28 1560 SHERMAN AVENUE · EVANSTON, IL 60201 | Investment Management | $525,900 |
AEW CAPITAL MANAGEMENT1+ years Filed as: AEW Service code 28 · EIN 04-3329435 | Investment Management | $419,996 |
NTGA1+ years Service code 27 · EIN 06-6275604 | Advisory (Plan) | $384,200 |
LEGAL & GENERAL INVESTMENT1+ years Filed as: LEGAL & GENERAL Service code 28 71 SOUTH WACKER · CHICAGO, IL 60606 | Investment Management | $352,703 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MGT CO. PIMCO Service code 28 · EIN 95-2632339 | Investment Management | $274,688 |
AB FUNDS1+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 52-2356781 | Investment Management | $175,163 |
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,821-100.0% | $18,392,177-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 37.5%-37.5pp | 5.5%-5.5pp |
| Annual return | 2.68% | 5.86%-3.2pp | 3.99%-1.3pp | 5.86%-3.2pp |
| Employer contribution / active EE | $4,208 | $10,137-58.5% | $38,279-89.0% | $10,137-58.5% |
| Participant deferral / active EE | $0 | $492-100.0% | $386-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $140,034-100.0% | $387-100.0% |