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 |
|---|---|---|
NORTHERN TRUST COMPANY7+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $160,031 |
PRIME, BUCHHOLZ & ASSOCIATES7+ years Filed as: PRIME, BUCHHOLZ & ASSOCIATES, INC Service code 17 · EIN 02-0426421 | Pension Consulting | $158,898 |
INDEPENDENT FINANCIAL PARTNERS7+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS LLC Service code 28 · EIN 20-1367417 | Investment Management | $85,157 |
USI CONSULTING GROUP1 year Service code 11 · EIN 06-1053228 | Actuarial | $84,922 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $65,043 |
Filed as: LONGFELLOW INVESTMENT MANAGEMENT CO Service code 28 · EIN 04-2933956 | Investment Management | $55,592 |
Filed as: COLCHESTER GLOBAL INVESTORS LMTD Service code 28 · EIN 36-7324183 | Investment Management | $35,877 |
Filed as: PARAMETRIC Service code 28 · EIN 20-0292745 | Investment Management | $23,136 |
RHUMBLINE ADVISORS1 year Filed as: RHUMBLINE ADVISORS FUND Service code 21 · EIN 61-6310014 | Bank Trustee | $18,603 |
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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 | $1,472,696-100.0% | $97,450-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 41.9%-41.9pp | 0.7%-0.7pp |
| Annual return | 8.59% | 13.24%-4.6pp | 10.56%-2.0pp | 13.24%-4.6pp |
| Employer contribution / active EE | $8,268 | $14,616-43.4% | $28,542-71.0% | $14,616-43.4% |
| Participant deferral / active EE | $0 | $830-100.0% | $484-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $1,464-100.0% | $4,137-100.0% |