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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 901 NORTH GLEBE ROAD · ARLINGTON, VA 22203 | Actuarial | $365,111 |
WILSHIRE ASSOCIATES INCORPORATED8+ years Service code 27 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Plan) | $184,496 |
NORTHERN TRUST COMPANY8+ years Filed as: THE NORTHERN TRUST COMPANY Service code 25 · EIN 36-1561860 50 SOUTH LA SALLE STREET · CHICAGO, IL 60603 | Directed Trustee | $170,571 |
FRANKLIN TEMPLETON4 years Filed as: CLARION PARTNERS, LLC Service code 28 · EIN 13-3379970 230 PARK AVENUE · NEW YORK, NY 10169 | Investment Management | $156,248 |
ACADIAN ASSET MANAGEMENT LLC7 years Service code 28 · EIN 04-2929221 P. O. BOX 4106 · WOBURN, MA 018884106 | Investment Management | $84,059 |
Filed as: PRUDENTIAL BANK & TRUST COMPANY Service code 28 · EIN 58-0513395 ONE RAVINA DRIVE, SUITE 1000 · ATLANTA, GA 30346 | Investment Management | $47,637 |
FRANKLIN TEMPLETON4 years Filed as: CLARION PARTNERS Service code 28 · EIN 20-5016401 230 PARK AVENUE · NEW YORK, NY 10169 | Investment Management | $45,548 |
FORVIS, LLP1 year Service code 10 · EIN 44-0160260 2700 POST OAK BLVD, SUITE 1500 · HOUSTON, TX 770565829 | Accounting | $44,000 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3718331 51 WEST 52ND STREET · NEW YORK, NY 10019 | Investment Management | $41,788 |
LOCKTON INVESTMENT ADVISORS, LLC8+ years Service code 27 · EIN 20-8874282 444 W. 47TH STREET, SUITE 900 · KANSAS CITY, MO 64112 | Advisory (Plan) | $33,750 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | - | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 5.6%-5.6pp |
| Annual return | -11.57% | 1712.70%-1724.3pp | 179.55%-191.1pp | 39.82%-51.4pp |
| Employer contribution / active EE | $10,213 | $36,508-72.0% | $24,917-59.0% | $19,980-48.9% |
| Participant deferral / active EE | $0 | $0 | $463-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | - | $62-100.0% |