Filed January 4, 2016
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 |
|---|---|---|
FINDLEY1+ years Filed as: FINDLEY DAVIES, INC. Service code 11 · EIN 34-1213174 | Actuarial | $86,299 |
PRIME, BUCHHOLZ & ASSOCIATES1+ years Filed as: PRIME, BUCHHOLZ & ASSOCIATES, INC Service code 17 · EIN 02-0426421 | Pension Consulting | $84,880 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $75,803 |
ATLANTIC ASSET MANAGEMENT1+ years Service code 28 · EIN 22-3484717 | Investment Management | $39,932 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $33,431 |
Service code 28 · EIN 36-7324183 | Investment Management | $29,534 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS LLC Service code 28 · EIN 20-1367417 | Investment Management | $29,133 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 · EIN 95-6281833 | Investment Management | $26,988 |
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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.
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 | $82,591-100.0% | $83,167-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 77.9%-77.9pp | 0.8%-0.8pp |
| Annual return | -4.09% | -0.60%-3.5pp | -0.37%-3.7pp | -0.60%-3.5pp |
| Employer contribution / active EE | $10,729 | $12,272-12.6% | $27,460-60.9% | $12,272-12.6% |
| Participant deferral / active EE | $0 | $416-100.0% | $1,021-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,063-100.0% | $717-100.0% |