Filed July 16, 2013 (most recent of 4 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 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $1,049,020 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $187,898 |
KPMG LLP8+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $123,920 |
GOLDMAN SACHS7 years Filed as: POLUNIN CAPITAL PARTNERS LIMITED Service code 28 | Investment Management | $116,626 |
DODGE & COX8+ years Service code 28 · EIN 94-1441976 | Investment Management | $74,702 |
BLACKROCK8+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $38,101 |
Service code 28 · EIN 82-2252147 | Investment Management | $32,829 |
HILL WARD HENDERSON1 year Filed as: HILL WARD & HENDERSON Service code 28 · EIN 59-2678550 | Investment Management | $10,223 |
SINGERMAN1 year Service code 28 980 N.MICHIGAN AVENUE · CHICAGO, IL 60611 | Investment Management | $10,140 |
NISA INVESTMENT ADVISORS, LLC8+ years Service code 28 · EIN 48-1140940 | Investment Management | $9,402 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $2,456,633-100.0% | $267,477-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 1.5%-1.5pp |
| Annual return | -13.43% | -2.41%-11.0pp | -38.86%+25.4pp | 23.41%-36.8pp |
| Employer contribution / active EE | $12,610 | $7,691+64.0% | $37,756-66.6% | $12,650-0.3% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |