Filed December 2, 2011 (most recent of 4 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.
| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Service code 17 · EIN 13-2834414 | Pension Consulting | $435,134 |
FRANKLIN TEMPLETON1 year Filed as: CLARION LION PROPERTIES FUND, LP Service code 51 · EIN 13-4087331 | Investment Mgmt Fees | $209,560 |
MORNEAU SHEPELL1 year Service code 15 · EIN 45-4303723 | Recordkeeping | $177,981 |
Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 04-2929221 | Investment Management | $147,192 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $123,678 |
Filed as: TORTOISE CAPITAL ADVISORS Service code 51 · EIN 22-3875939 | Investment Mgmt Fees | $114,549 |
MCDERMOTT WILL & EMERY LLP2+ years Service code 29 · EIN 36-1453176 | Legal | $110,092 |
Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $108,928 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $83,005 |
Service code 51 · EIN 98-0202744 | Investment Mgmt Fees | $51,725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 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 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 28.01% | 34.64%-6.6pp | 20.73%+7.3pp | 21.83%+6.2pp |
| Employer contribution / active EE | $21,221 | $7,654+177.2% | $36,503-41.9% | $12,237+73.4% |
| Participant deferral / active EE | $0 | $693-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |