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 INVESTMENT5+ years Filed as: LEGAL AND GENERAL Service code 28 · EIN 20-8058531 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $1,040,702 |
Filed as: PRUDENTIAL REALTY Service code 28 · EIN 22-1211670 | Investment Management | $1,032,417 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS REALTY Service code 28 · EIN 06-6033492 | Investment Management | $896,498 |
Filed as: HOTCHKIS & WILEY Service code 28 · EIN 95-4871957 | Investment Management | $869,676 |
CAUSEWAY CAPITAL MANAGEMENT LLC5+ years Filed as: CAUSEWAY Service code 28 · EIN 26-0317998 | Investment Management | $738,680 |
CAPITAL GUARDIAN5+ years Service code 28 · EIN 95-2553868 | Investment Management | $694,839 |
Filed as: DRIEHAUS INTERNATIONAL SMALL CAP Service code 28 · EIN 20-3634295 | Investment Management | $584,794 |
IRIDIAN ASSET MANAGEMENT, LLC5+ years Filed as: IRIDIAN Service code 28 · EIN 86-6022555 | Investment Management | $454,913 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $425,340 |
ELLWOOD ASSOCIATES5+ years Filed as: ELLWOOD & ASSOCIATES Service code 17 · EIN 36-3121777 | Pension Consulting | $288,727 |
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% | - | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 20.87% | 17.95%+2.9pp | 13.45%+7.4pp | 21.83%-1.0pp |
| Employer contribution / active EE | $15,059 | $16,835-10.6% | $26,057-42.2% | $12,237+23.1% |
| Participant deferral / active EE | $0 | $317-100.0% | $181-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | - | $1,551,325-100.0% |