Filed May 4, 2010 (most recent of 3 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 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $790,624 |
NEPC, LLC7+ years Service code 28 · EIN 26-1429809 | Investment Management | $249,757 |
Service code 28 · EIN 13-3200244 | Investment Management | $183,569 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $121,699 |
Service code 28 · EIN 87-2207464 | Investment Management | $116,000 |
STGVI-A, L.P1 year Service code 28 · EIN 85-1749593 | Investment Management | $95,916 |
PGIM INVESTMENTS2 years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 52-2069785 | Investment Management | $92,638 |
REAMS ASSET MANAGEMENT7+ years Service code 28 · EIN 02-0782928 | Investment Management | $85,512 |
Service code 28 · EIN 98-1635891 | Investment Management | $81,355 |
MANULIFE ASSET MANAGEMENT6 years Filed as: MANULIFE ASSET MANAGEMENT US LLC Service code 28 · EIN 04-3168979 | Investment Management | $71,230 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $247,553-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 50.4%-50.4pp | 2.2%-2.2pp |
| Annual return | 12.27% | 9.71%+2.6pp | 32.33%-20.1pp | 9.11%+3.2pp |
| Employer contribution / active EE | $0 | $7,317-100.0% | $33,964-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $5,120 | $946+441.1% | $43+11928.5% | $1,272+302.5% |
| Admin fee / account holder | $0 | $125-100.0% | $10,141-100.0% | $125-100.0% |