Filed February 22, 2008 (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.
| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY4 years Service code 21 · EIN 36-1561860 | Bank Trustee | $1,020,566 |
Service code 28 · EIN 36-3652846 | Investment Management | $557,555 |
WILLIS TOWERS WATSON US LLC7 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $374,286 |
Filed as: TCW ASSET MANAGEMENT Service code 28 · EIN 95-3703295 | Investment Management | $245,367 |
MERCER5 years Service code 11 · EIN 13-2834414 21875 NETWORK PLACE · CHICAGO, IL 60673 | Actuarial | $230,670 |
INCOME RESEARCH & MANAGEMENT9+ years Service code 28 · EIN 04-2955404 | Investment Management | $153,546 |
EAGLE CAPITAL MANAGEMENT, LLC9+ years Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $138,426 |
LSV ASSET MANAGEMENT7 years Service code 28 · EIN 23-2772200 8545 SOLUTION CENTER · CHICAGO, IL 60677 | Investment Management | $132,910 |
Filed as: FIDELITY INSTITUTIONAL ASSET Service code 27 · EIN 20-2159373 | Advisory (Plan) | $111,003 |
KREISCHER MILLER9+ years Service code 10 · EIN 23-1980475 | Accounting | $110,981 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 1.53% | 18.61%-17.1pp | 4.95%-3.4pp | 9.30%-7.8pp |
| Employer contribution / active EE | $32,305 | $11,871+172.1% | $20,917+54.4% | $12,551+157.4% |
| Participant deferral / active EE | $0 | $119-100.0% | $188-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |