Filed July 12, 2006
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 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SLC MANAGEMENT1 year Filed as: SLC CONSULTING Service code 28 · EIN 68-0635051 | Investment Management | $323,756 |
BMO HARRIS BANK NA8+ years Filed as: BMO Service code 21 · EIN 36-2085229 | Bank Trustee | $64,621 |
WITHUMSMITH+BROWN, PC8+ years Filed as: BROWN BROTHERS HARRIMAN & CO Service code 28 · EIN 04-6506648 | Investment Management | $45,622 |
LEGG MASON2 years Service code 27 100 INTERNATIONAL DRIVE · BALTIMORE, MA 21201 | Advisory (Plan) | $20,907 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $164,233-100.0% | $53,690-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 0.0%0pp |
| Annual return | -26.13% | -11.26%-14.9pp | -4.80%-21.3pp | 2.78%-28.9pp |
| Employer contribution / active EE | $0 | $17,131-100.0% | $30,897-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $17-100.0% | $64-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $40,849-100.0% | $1,015-100.0% |