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 COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $834,187 |
HEITMAN/JMB ADVISORY CORPORATION1+ years Service code 28 · EIN 36-3652846 | Investment Management | $287,232 |
SEGALL BRYANT & HAMILL1+ years Filed as: SEGALL BRYANT & HAMILL INV. COUNSEL Service code 28 · EIN 41-1788385 | Investment Management | $128,857 |
Filed as: TCW ASSET MANAGEMENT Service code 28 · EIN 95-3703295 | Investment Management | $114,611 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $100,609 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 8545 SOLUTION CENTER · CHICAGO, IL 60677 | Investment Management | $63,279 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 27 · EIN 36-3718331 | Advisory (Plan) | $61,793 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $55,182 |
Filed as: FIDELITY INSTITUTIONAL ASSET Service code 27 · EIN 20-2159373 | Advisory (Plan) | $13,439 |
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 | $191,373-100.0% | $191,373-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 5.3%-5.3pp | 55.8%-55.8pp |
| Annual return | 0.00% | 5.45%-5.4pp | 8.46%-8.5pp | 24.44%-24.4pp |
| Employer contribution / active EE | $0 | $44,942-100.0% | $25,175-100.0% | $41,356-100.0% |
| Participant deferral / active EE | $0 | $115-100.0% | $181-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $730-100.0% | $730-100.0% | $22,013-100.0% |