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 |
|---|---|---|
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 28 · EIN 20-8058531 | Investment Management | $512,716 |
Filed as: CORNERSTONE INVESTMENT PARTNERS, LL Service code 28 · EIN 58-2620541 | Investment Management | $241,646 |
CALLAN ASSOCIATES7+ years Filed as: CALLAN ASSOCIATES, INC. Service code 16 · EIN 94-2192581 | Consulting | $238,112 |
MORNEAU SHEPELL1 year Filed as: LIFEWORKS Service code 27 · EIN 52-1883918 | Advisory (Plan) | $204,706 |
MORNEAU SHEPELL3 years Filed as: MORNEAU SHEPELL LIMITED Service code 17 · EIN 52-1883918 | Pension Consulting | $164,853 |
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON PENNSYLVANIA INC Service code 11 · EIN 23-1159360 | Actuarial | $143,231 |
DIMENSIONAL FUND ADVISORS3 years Filed as: DIMENSIONAL FUND ADVISORS, LP Service code 27 · EIN 30-0447847 | Advisory (Plan) | $124,573 |
MERCER5 years Filed as: MERCER HUMAN RESOURCES Service code 11 · EIN 13-2834414 | Actuarial | $92,916 |
WARREN AVERETT, LLC7+ years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $36,100 |
ERNST & YOUNG LLP5 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $17,476 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,098,847-100.0% | $454,052-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 18.4%-18.4pp | 0.7%-0.7pp |
| Annual return | 6.84% | 11.84%-5.0pp | 8.95%-2.1pp | 13.24%-6.4pp |
| Employer contribution / active EE | $0 | $12,426-100.0% | $46,559-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $131-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $3,320-100.0% | $19,831-100.0% | $4,137-100.0% |