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.
| Provider | Service type | Compensation |
|---|---|---|
LEGAL & GENERAL INVESTMENT3+ years Filed as: LEGAL AND GENERAL Service code 28 · EIN 20-8058531 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $959,912 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS REALTY Service code 28 · EIN 06-6033492 | Investment Management | $958,523 |
Filed as: PRUDENTIAL REALTY Service code 28 · EIN 22-1211670 | Investment Management | $892,966 |
CAUSEWAY CAPITAL MANAGEMENT LLC3+ years Filed as: CAUSEWAY Service code 28 · EIN 26-0317998 | Investment Management | $693,822 |
Filed as: HOTCHKIS & WILEY Service code 28 · EIN 95-4871957 | Investment Management | $677,283 |
CAPITAL GUARDIAN3+ years Service code 28 · EIN 95-2553868 | Investment Management | $607,141 |
IRIDIAN ASSET MANAGEMENT, LLC3+ years Filed as: IRIDIAN Service code 28 · EIN 86-6022555 | Investment Management | $498,440 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $365,074 |
ELLWOOD ASSOCIATES3+ years Filed as: ELLWOOD & ASSOCIATES Service code 17 · EIN 36-3121777 | Pension Consulting | $272,365 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $127,643 |
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 | $0 | $9,655,338-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 0.0%0pp |
| Annual return | 17.20% | 16.32%+0.9pp | 11.12%+6.1pp | 16.32%+0.9pp |
| Employer contribution / active EE | $11,300 | $12,766-11.5% | $22,651-50.1% | $12,766-11.5% |
| Participant deferral / active EE | $0 | $800-100.0% | $198-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $57,986-100.0% | - |