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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 04-2647786 | Investment Management | $578,172 |
WILLIS TOWERS WATSON US LLC2+ years Service code 11 · EIN 53-0181291 | Actuarial | $522,590 |
Service code 17 · EIN 20-4751585 | Pension Consulting | $220,235 |
SEI INVESTMENTS2+ years Filed as: SEI INVESTMENTS COMPANY Service code 27 · EIN 23-1707341 | Advisory (Plan) | $206,309 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $161,396 |
AON CONSULTING2+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $137,596 |
Service code 28 · EIN 04-2955404 | Investment Management | $123,453 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 15 · EIN 04-2723880 | Recordkeeping | $87,475 |
WARNER NORCROSS & JUDD LLP2+ years Filed as: WARNER NORCROSS & JUDD Service code 29 · EIN 38-1422647 | Legal | $68,780 |
Filed as: LEGAL & GENERAL INVEST MGMT Service code 28 · EIN 20-8058531 | Investment Management | $47,486 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 1 reportable transaction
Free accounts unlock saves, downloads, and 3-year history.
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 | $341,093,897-100.0% | $50,635-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 0.0%0pp |
| Annual return | 21.80% | 53.17%-31.4pp | 18.06%+3.7pp | 21.83%0pp |
| Employer contribution / active EE | $104,846 | $14,715+612.5% | $30,411+244.8% | $12,237+756.8% |
| Participant deferral / active EE | $0 | $65-100.0% | $40-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,675-100.0% | $1,551,325-100.0% |