Filed September 17, 2007 (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 |
|---|---|---|
USI CONSULTING GROUP2+ years Service code 11 · EIN 13-4032401 | Actuarial | $273,838 |
MARATHON ASSET MANAGEMENT2+ years Filed as: MARATHON Service code 28 · EIN 44-6201673 | Investment Management | $63,987 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $58,836 |
Service code 28 · EIN 36-7324183 | Investment Management | $31,531 |
WESTLAKE FINANCIAL GROUP1 year Filed as: WESTLAKE FINACIAL GROUP Service code 27 · EIN 36-4087871 | Advisory (Plan) | $24,477 |
Filed as: INCOME RESEARCH & MGMT. INC Service code 27 · EIN 04-2955404 | Advisory (Plan) | $11,147 |
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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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 3.46% | 5.09%-1.6pp | 5.00%-1.5pp | 7.18%-3.7pp |
| Employer contribution / active EE | $9,167 | $7,393+24.0% | $35,918-74.5% | $13,095-30.0% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |