Filed September 12, 2006 (most recent of 5 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.
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| Provider | Service type | Compensation |
|---|---|---|
IRIDIAN ASSET MANAGEMENT, LLC2+ years Filed as: IRIDIAN Service code 28 · EIN 86-6022555 | Investment Management | $4,295,270 |
Filed as: PRUDENTIAL REALTY Service code 28 · EIN 22-1211670 | Investment Management | $1,021,252 |
LEGAL & GENERAL INVESTMENT2+ years Filed as: LEGAL AND GENERAL Service code 28 · EIN 20-8058531 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $959,791 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS REALTY Service code 28 · EIN 06-6033492 | Investment Management | $945,207 |
CAUSEWAY CAPITAL MANAGEMENT LLC2+ years Filed as: CAUSEWAY Service code 28 · EIN 26-0317998 | Investment Management | $613,318 |
Filed as: HOTCHKIS & WILEY Service code 28 · EIN 95-4871957 | Investment Management | $594,243 |
CAPITAL GUARDIAN2+ years Service code 28 · EIN 95-2553868 | Investment Management | $511,803 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $371,225 |
ELLWOOD ASSOCIATES2+ years Filed as: ELLWOOD & ASSOCIATES Service code 17 · EIN 36-3121777 | Pension Consulting | $256,321 |
INTECH INVESTMENT MANAGEMENT LLC2+ years Filed as: INTECH Service code 28 · EIN 01-0614895 | Investment Management | $246,745 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,821-100.0% | $14,339-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 17.0%-17.0pp | 5.5%-5.5pp |
| Annual return | 6.85% | 5.86%+1.0pp | 1.15%+5.7pp | 5.86%+1.0pp |
| Employer contribution / active EE | $11,078 | $10,137+9.3% | $26,339-57.9% | $10,137+9.3% |
| Participant deferral / active EE | $0 | $492-100.0% | $178-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $3,605-100.0% | $387-100.0% |