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 |
|---|---|---|
LEGAL & GENERAL INVESTMENT4+ years Filed as: LEGAL AND GENERAL Service code 28 · EIN 20-8058531 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $964,503 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS REALTY Service code 28 · EIN 06-6033492 | Investment Management | $917,927 |
Filed as: PRUDENTIAL REALTY Service code 28 · EIN 22-1211670 | Investment Management | $873,007 |
Filed as: HOTCHKIS & WILEY Service code 28 · EIN 95-4871957 | Investment Management | $813,576 |
CAUSEWAY CAPITAL MANAGEMENT LLC4+ years Filed as: CAUSEWAY Service code 28 · EIN 26-0317998 | Investment Management | $713,773 |
CAPITAL GUARDIAN4+ years Service code 28 · EIN 95-2553868 | Investment Management | $638,111 |
IRIDIAN ASSET MANAGEMENT, LLC4+ years Filed as: IRIDIAN Service code 28 · EIN 86-6022555 | Investment Management | $484,043 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $392,463 |
Filed as: DRIEHAUS INTERNATIONAL SMALL CAP Service code 28 · EIN 20-3634295 | Investment Management | $373,046 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $334,697 |
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Annual investment return 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 | $0 | $221,583-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 0.0%0pp |
| Annual return | -6.13% | 73.13%-79.3pp | -6.55%+0.4pp | 73.13%-79.3pp |
| Employer contribution / active EE | $14,799 | $8,421+75.7% | $21,653-31.7% | $8,421+75.7% |
| Participant deferral / active EE | $0 | $293-100.0% | $160-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $1,920-100.0% | - |