Filed June 20, 2006 (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.
| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $1,259,805 |
MILLIMAN, INC.5 years Filed as: MILLIMAN Service code 13 1301 FIFTH AVE STE 3800 · SEATTLE, WA 98101 | Contract Administrator | $113,776 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $93,776 |
RVK, INC.4 years Filed as: RV KUHNS & ASSOCIATES Service code 13 · EIN 93-0910652 | Contract Administrator | $84,671 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY & CO INC Service code 28 1585 BROADWAY · NEW YORK CITY, NY 10036 | Investment Management | $42,313 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $30,700 |
SNELL & WILMER LLP3 years Filed as: SNELL AND WILMER, LLP Service code 29 · EIN 86-0089731 | Legal | $25,274 |
CALLAN ASSOCIATES2 years Filed as: CALLAN LLC Service code 16 · EIN 94-2192581 | Consulting | $16,223 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $11,412 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | - | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 0.0%0pp | 2.1%-2.1pp |
| Annual return | 2.93% | 7.65%-4.7pp | 4.95%-2.0pp | 7.65%-4.7pp |
| Employer contribution / active EE | $0 | $20,582-100.0% | $20,917-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $188-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | - | $193-100.0% |