Filed April 16, 2007
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 |
|---|---|---|
FIAM LLC2 years Service code 26 24671 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Participants) | $163,064 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $97,500 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST Service code 13 · EIN 13-3074018 | Contract Administrator | $82,234 |
NEUBERGER BERMAN4+ years Service code 26 · EIN 02-0654486 | Advisory (Participants) | $6,365 |
NORTHERN TRUST COMPANY1 year Filed as: NORHTERN TRUST COMPANY Service code 26 · EIN 36-1561860 | Advisory (Participants) | $1,076 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $37,197-100.0% | $476,019-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 4.7%-4.7pp |
| Annual return | 0.02% | 13.30%-13.3pp | 4.36%-4.3pp | -0.69%+0.7pp |
| Employer contribution / active EE | $12,698 | $10,363+22.5% | $27,383-53.6% | $16,786-24.4% |
| Participant deferral / active EE | $0 | $246-100.0% | $75-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $14,020-100.0% | $124-100.0% |