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 INVESTMENT6 years Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 28 · EIN 20-8058531 | Investment Management | $455,984 |
MORNEAU SHEPELL2 years Filed as: TELUS HEALTH Service code 38 · EIN 52-1883918 | Participant Communication | $421,675 |
CALLAN ASSOCIATES10+ years Filed as: CALLAN ASSOCIATES, INC. Service code 16 · EIN 94-2192581 | Consulting | $206,933 |
WILLIS TOWERS WATSON US LLC8 years Filed as: TOWERS WATSON PENNSYLVANIA INC Service code 11 · EIN 23-1159360 | Actuarial | $205,310 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON Service code 28 · EIN 04-2755549 | Investment Management | $192,530 |
Filed as: CORNERSTONE INVESTMENT PARTNERS, LL Service code 28 · EIN 58-2620541 | Investment Management | $124,448 |
MERCER8 years Filed as: MERCER HUMAN RESOURCES Service code 11 · EIN 13-2834414 | Actuarial | $116,006 |
DIMENSIONAL FUND ADVISORS6 years Filed as: DIMENSIONAL FUND ADVISORS, LP Service code 27 · EIN 30-0447847 | Advisory (Plan) | $36,713 |
WARREN AVERETT, LLC10+ years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $33,000 |
Filed as: ATLANTA CAPITAL Service code 28 · EIN 58-2236910 | Investment Management | $28,646 |
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 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 0.73% | 8.04%-7.3pp | 9.17%-8.4pp | 8.76%-8.0pp |
| Employer contribution / active EE | $0 | $10,583-100.0% | $40,523-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $225-100.0% | $42-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |