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 INVESTMENT4 years Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 28 · EIN 20-8058531 | Investment Management | $492,895 |
MORNEAU SHEPELL2 years Filed as: LIFEWORKS Service code 38 · EIN 52-1883918 | Participant Communication | $367,022 |
WILLIS TOWERS WATSON US LLC6 years Filed as: TOWERS WATSON PENNSYLVANIA INC Service code 11 · EIN 23-1159360 | Actuarial | $178,812 |
Filed as: CORNERSTONE INVESTMENT PARTNERS, LL Service code 28 · EIN 58-2620541 | Investment Management | $167,907 |
MERCER6 years Filed as: MERCER HUMAN RESOURCES Service code 11 · EIN 13-2834414 | Actuarial | $128,046 |
CALLAN ASSOCIATES8+ years Filed as: CALLAN ASSOCIATES, INC. Service code 16 · EIN 94-2192581 | Consulting | $86,034 |
DIMENSIONAL FUND ADVISORS4 years Filed as: DIMENSIONAL FUND ADVISORS, LP Service code 27 · EIN 30-0447847 | Advisory (Plan) | $63,012 |
ERNST & YOUNG LLP6 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $17,217 |
POSTMASTER GENERAL2 years Filed as: US POSTMASTER Service code 49 · EIN 41-0760000 | Other Services | $10,888 |
FLEX DIGITAL6 years Service code 36 · EIN 63-0807007 | Direct payment from the plan; Copying... | $7,972 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $788,447-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -20.45% | 38.53%-59.0pp | -3.21%-17.2pp | 2.78%-23.2pp |
| Employer contribution / active EE | $0 | $14,659-100.0% | $46,051-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $326-100.0% | $31-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $46,258-100.0% | $1,015-100.0% |