Filed March 13, 1
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 |
|---|---|---|
TUCKER ARENSBERG2 years Filed as: TUCKER ARENSBERG PC Service code 29 · EIN 25-1425735 | Legal | $2,968,810 |
NEPC, LLC9+ years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $1,207,491 |
VITECH SYSTEMS GROUP9+ years Filed as: VITECH SYSTEMS GROUP INC Service code 49 · EIN 13-3785492 | Other Services | $651,158 |
WILSON-MCSHANE CORPORATION2 years Service code 49 · EIN 41-0956552 | Other Services | $565,851 |
NORTHERN TRUST COMPANY9+ years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-2723087 | Securities Custodian | $509,837 |
NOVAK FRANCELLA LLC9+ years Service code 10 · EIN 61-1436956 | Accounting | $509,620 |
Filed as: SCHRODER INVESTMENT MANAGEMENT NORT Service code 28 · EIN 13-4064414 | Investment Management | $491,104 |
Service code 28 · EIN 98-1533305 | Investment Management | $487,845 |
THE CARLYLE GROUP4 years Service code 28 · EIN 52-1887096 | Investment Management | $444,732 |
THE SEGAL COMPANY3 years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 | Actuarial | $363,124 |
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 | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 0.0%0pp |
| Annual return | 7.81% | 7.10%+0.7pp | 20.18%-12.4pp | 13.18%-5.4pp |
| Employer contribution / active EE | $9,043 | $12,760-29.1% | $29,108-68.9% | $8,469+6.8% |
| Participant deferral / active EE | $0 | $1-100.0% | $6-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $2,262-100.0% | - |