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 COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $589,248 |
HEITMAN/JMB ADVISORY CORPORATION2+ years Service code 28 · EIN 36-3652846 | Investment Management | $351,588 |
MERCER1 year Service code 11 · EIN 13-2834414 21875 NETWORK PLACE · CHICAGO, IL 60673 | Actuarial | $290,253 |
Filed as: TCW ASSET MANAGEMENT Service code 28 · EIN 95-3703295 | Investment Management | $124,999 |
SEGALL BRYANT & HAMILL2+ years Filed as: SEGALL BRYANT & HAMILL INV. COUNSEL Service code 28 · EIN 41-1788385 | Investment Management | $113,078 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 27 · EIN 36-3718331 | Advisory (Plan) | $71,557 |
PUGH CAPITAL1 year Service code 27 · EIN 91-1522082 520 PIKE TOWER, SUITE 2900 · SEATTLE, WA 98101 | Advisory (Plan) | $59,385 |
Filed as: INCOME RESEARCH & MANAGEMENT INC Service code 28 · EIN 04-2955404 | Investment Management | $38,550 |
Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $34,581 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 8545 SOLUTION CENTER · CHICAGO, IL 60677 | Investment Management | $28,206 |
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 | $330,599-100.0% | - | $330,599-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 43.7%-43.7pp |
| Annual return | 1.12% | -0.41%+1.5pp | 4.95%-3.8pp | 13.05%-11.9pp |
| Employer contribution / active EE | $0 | $23,590-100.0% | $20,917-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $163-100.0% | $188-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $31,365-100.0% | - | $31,365-100.0% |