Filed August 5, 2006
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 |
|---|---|---|
BARTLIT BECK LLP2 years Filed as: BARLIT BECK LLP Service code 29 · EIN 36-3909157 | Legal | $281,441 |
Service code 14 · EIN 13-5656874 | Plan Administrator | $63,918 |
AON CONSULTING2 years Service code 11 · EIN 22-2232264 | Actuarial | $55,040 |
BLACKROCK2 years Service code 28 · EIN 94-3112180 | Investment Management | $32,806 |
Filed as: CAPITAL MARKET RISK ADVISOR Service code 29 · EIN 47-4660619 | Legal | $32,672 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $25,961 |
Filed as: NOMURA COPORATION Service code 28 · EIN 13-3607885 | Investment Management | $19,616 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MGMT COMPANY Service code 28 · EIN 95-2632339 | Investment Management | $16,990 |
L & S VENTURES LLC2 years Service code 17 · EIN 75-3238476 | Pension Consulting | $13,319 |
BEACON HILL1 year Service code 29 · EIN 04-3496741 | Legal | $13,249 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | 9.36% | 11.84%-2.5pp | 8.95%+0.4pp | 13.24%-3.9pp |
| Employer contribution / active EE | $12,249 | $12,426-1.4% | $46,559-73.7% | $14,616-16.2% |
| 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% |