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 |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $3,556,797 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 06-6275604 | Bank Trustee | $678,947 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $480,318 |
LEGAL & GENERAL INVESTMENT4+ years Filed as: LEGAL & GENERAL Service code 28 · EIN 20-8058531 | Investment Management | $176,035 |
NTGA4+ years Service code 27 · EIN 06-6275604 | Advisory (Plan) | $173,057 |
AEW CAPITAL MANAGEMENT4+ years Filed as: AEW Service code 28 · EIN 04-3329435 | Investment Management | $172,702 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2772200 | Investment Management | $162,707 |
AB FUNDS4+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 52-2356781 | Investment Management | $143,509 |
INCOME RESEARCH & MANAGEMENT4+ years Filed as: INCOME RESEARCH MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $131,633 |
WILLIAM BLAIR4+ years Filed as: WILLIAM BLAIR INVESTMENT MGT., LLC Service code 28 · EIN 47-2614791 | Investment Management | $124,047 |
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 | $0 | $248,520-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 0.0%0pp |
| Annual return | -5.73% | 1023.85%-1029.6pp | 239.57%-245.3pp | 1023.85%-1029.6pp |
| Employer contribution / active EE | $11,043 | $11,605-4.8% | $43,837-74.8% | $11,605-4.8% |
| Participant deferral / active EE | $0 | $275-100.0% | $575-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $36,083-100.0% | - |