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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NEWTON INVESTMENT MANAGEMENT Service code 36 · EIN 13-2614959 | Copying and duplicating; Direct payme... | $281,285 |
MORNEAU SHEPELL2 years Filed as: TELUS HEALTH Service code 38 · EIN 52-1883918 | Participant Communication | $249,318 |
LEGAL & GENERAL INVESTMENT6 years Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 28 · EIN 20-8058531 | Investment Management | $203,034 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON Service code 18 · EIN 04-2755549 | Direct payment from the plan; Custodi... | $198,501 |
Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $178,129 |
CALLAN ASSOCIATES6 years Filed as: CALLAN ASSOCIATES INC Service code 16 · EIN 94-2192581 | Consulting | $123,912 |
Filed as: CORNERSTONE INVESTMENT PARTNERS, LL Service code 28 · EIN 58-2620541 | Investment Management | $113,130 |
MERCER6 years Filed as: MERCER HUMAN RESOURCES Service code 11 · EIN 13-2834414 | Actuarial | $102,789 |
DIMENSIONAL FUND ADVISORS6 years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 27 · EIN 30-0447847 | Advisory (Plan) | $37,805 |
WARREN AVERETT, LLC8 years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $33,000 |
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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 | 3.31% | 5.34%-2.0pp | 9.14%-5.8pp | 9.30%-6.0pp |
| Employer contribution / active EE | $0 | $9,329-100.0% | $40,523-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |