Filed May 14, 2012
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 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC4 years Service code 11 · EIN 13-3954297 | Actuarial | $451,685 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $343,418 |
Service code 28 · EIN 54-1870462 | Investment Management | $270,428 |
Service code 25 · EIN 54-1947440 | Directed Trustee | $216,274 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST Service code 13 · EIN 36-3608252 | Contract Administrator | $84,472 |
KILPATRICK TOWNSEND7+ years Filed as: KILPATRICK STOCKTON Service code 29 · EIN 58-0511774 | Legal | $67,972 |
BKD, LLP7+ years Service code 10 · EIN 44-0160260 | Accounting | $19,600 |
SUSTAINALITICS3 years Service code 13 · EIN 68-0679593 | Contract Administrator | $11,385 |
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 | $95,044-100.0% | $54,060-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 8.4%-8.4pp |
| Annual return | -0.01% | 134.79%-134.8pp | 36.37%-36.4pp | 18.35%-18.4pp |
| Employer contribution / active EE | $0 | $12,114-100.0% | $37,223-100.0% | $14,669-100.0% |
| Participant deferral / active EE | $0 | $107-100.0% | $524-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $568-100.0% | $9,141-100.0% |