Filed July 20, 2006 (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.
| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $938,235 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN INSTITUTIONAL MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $908,952 |
WELLINGTON TRUST COMPANY2+ years Service code 28 · EIN 04-2755549 | Investment Management | $580,783 |
INVESCO2+ years Filed as: INVESCO INSTITUTIONAL NA INC. Service code 28 · EIN 58-1707262 | Investment Management | $458,885 |
FIRST EAGLE2+ years Filed as: FIRST EAGLE INV. MGMT LLC Service code 28 · EIN 57-1156902 | Investment Management | $425,268 |
CORNERSTONE CPA GROUP2+ years Filed as: CORNERSTONE INV. PRTNS LLC Service code 28 · EIN 58-2620541 | Investment Management | $309,366 |
Filed as: TOWERS WATSON PENNSYLVANIA INC. Service code 11 · EIN 23-1159360 | Actuarial | $305,140 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $277,318 |
CALLAN ASSOCIATES2+ years Filed as: CALLAN ASSOCIATES, INC. Service code 16 · EIN 94-2192581 | Consulting | $158,796 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST CO OF CONNECTICUT Service code 28 | Investment Management | $84,934 |
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 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 | $364,560-100.0% | $374,107-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 45.9%-45.9pp | 22.0%-22.0pp | 45.6%-45.6pp |
| Annual return | -31.65% | 3.93%-35.6pp | 4.74%-36.4pp | 4.16%-35.8pp |
| Employer contribution / active EE | $0 | $47,405-100.0% | $36,089-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $44-100.0% | $59-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $11,576-100.0% | $10,677-100.0% | $21,465-100.0% |