Filed October 15, 2009 (most recent of 6 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 COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 25 · EIN 36-1561860 50 SOUTH LA SALLE STREET · CHICAGO, IL 60603 | Directed Trustee | $267,589 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE ASSET MANAGEMENT INC. Service code 28 · EIN 59-2385219 800 CARILLON PARKWAY · ST. PETERSBURG, FL 337330520 | Investment Management | $184,998 |
VICTORY1+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 4900 TIEDMAN RD, 4TH FLOOR · BROOKLYN, OH 44144 | Investment Management | $179,123 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Plan) | $170,000 |
Filed as: GUGGENHEIM REAL ESTATE LLC Service code 32 · EIN 73-1632078 FOUR COPLEY PLACE, SUITE 403 · BOSTON, MA 02116 | Real estate brokerage | $156,072 |
HEWITT ASSOCIATES LLC1+ years Service code 11 · EIN 36-2235791 9500 LAKESIDE BLVD · THE WOODLANDS, TX 77381 | Actuarial | $128,633 |
Filed as: BRANDYWINE GLOBAL INVESTMENT MGT Service code 28 · EIN 56-6669869 2929 ARCH STREET, 8TH FLOOR · PHILADELPHIA, PA 19104 | Investment Management | $70,221 |
LCG ASSOCIATES, INC.1+ years Service code 27 · EIN 75-1680350 400 GALLERIA PARKWAY · ATLANTA, GA 30339 | Advisory (Plan) | $61,841 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Service code 27 · EIN 20-8874282 444 W. 47TH STREET, SUITE 900 · KANSAS CITY, MO 64112 | Advisory (Plan) | $61,000 |
GARCIA HAMILTON & ASSOCIATES1+ years Filed as: GARCIA HAMILTON & ASSOCIATES, L.P. Service code 28 · EIN 76-0589652 FIVE HOUSTON CENTER · HOUSTON, TX 77010 | Investment Management | $59,233 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $82,591-100.0% | $10,105-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 11.1%-11.1pp | 0.8%-0.8pp |
| Annual return | -0.92% | -1.64%+0.7pp | 16.23%-17.1pp | -0.60%-0.3pp |
| Employer contribution / active EE | $18,880 | $19,166-1.5% | $17,605+7.2% | $12,272+53.8% |
| Participant deferral / active EE | $0 | $604-100.0% | $237-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $11-100.0% | $717-100.0% |