Filed October 29, 2008 (most recent of 2 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY4+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $150,682 |
VAN BERKOM & ASSOCIATES4+ years Service code 28 | Investment Management | $142,428 |
AMERICAN FUNDS4+ years Filed as: SECURITY CAPITAL RESEARCH & MANAGEM Service code 28 · EIN 36-4130398 | Investment Management | $95,162 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: STONE HARBOR INVESTMENT PARTNERS LP Service code 28 · EIN 20-3888589 | Investment Management | $76,828 |
MILLIMAN, INC.3 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $47,213 |
ABERDEEN ASSET MANAGEMENT, INC.4+ years Service code 28 · EIN 51-0368279 | Investment Management | $34,495 |
LANE GORMAN TRUBITT, PLLC4+ years Filed as: LANE GORMAN TRUBITT, LLP Service code 10 · EIN 75-1044330 | Accounting | $17,975 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 4.48% | 15.61%-11.1pp | 20.73%-16.2pp | 53.27%-48.8pp |
| Employer contribution / active EE | $30,343 | $10,773+181.7% | $36,503-16.9% | $14,774+105.4% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |