Filed March 20, 2012 (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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 15 · EIN 04-2723880 | Recordkeeping | $991,479 |
WILLIS TOWERS WATSON US LLC1+ years Service code 11 · EIN 53-0181291 | Actuarial | $796,739 |
SEI INVESTMENTS1+ years Filed as: SEI INVESTMENTS COMPANY Service code 27 · EIN 23-1707341 | Advisory (Plan) | $447,127 |
Service code 28 · EIN 04-2647786 | Investment Management | $439,053 |
FIA1+ years Service code 17 2001 PENNSYLVANIA AVENUE N.W. · WASHINGTON, DC 20006 | Pension Consulting | $156,892 |
AON CONSULTING1+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $152,884 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $104,535 |
WARNER NORCROSS & JUDD LLP1+ years Filed as: WARNER NORCROSS & JUDD Service code 29 · EIN 38-1422647 | Legal | $50,455 |
PLANTE & MORAN, PLLC1+ years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $49,284 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,578,776-100.0% | $476,019-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -6.83% | 39.99%-46.8pp | 4.36%-11.2pp | 33.37%-40.2pp |
| Employer contribution / active EE | $494 | $11,066-95.5% | $27,383-98.2% | $11,253-95.6% |
| Participant deferral / active EE | $0 | $93-100.0% | $75-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $14,020-100.0% | $99,113-100.0% |