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 |
|---|---|---|
UBS FINANCIAL SERVICES INC7+ years Filed as: UBS REALTY Service code 28 · EIN 36-3718331 | Investment Management | $1,828,650 |
LEGAL & GENERAL INVESTMENT7+ years Filed as: LEGAL AND GENERAL Service code 28 · EIN 20-8058531 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $1,150,335 |
Service code 28 · EIN 20-3634295 | Investment Management | $698,508 |
Filed as: IRIDIAN ASSET MANAGEMENT Service code 28 · EIN 06-1439577 | Investment Management | $626,509 |
NORTHERN TRUST COMPANY7+ years Service code 28 · EIN 36-1561860 | Investment Management | $594,683 |
ARTISAN PARTNERS1 year Service code 28 · EIN 30-0551775 | Investment Management | $425,742 |
ELLWOOD ASSOCIATES1 year Filed as: J. H. ELLWOOD & ASSOCIATES INC. Service code 28 · EIN 36-3121777 | Investment Management | $419,059 |
CAPITAL GUARDIAN7+ years Service code 28 · EIN 95-2553868 | Investment Management | $370,762 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $77,686 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON GROUP Service code 28 · EIN 41-0995965 | Investment Management | $53,103 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $765,066-100.0% | $765,066-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 3.4%-3.4pp | 3.7%-3.7pp |
| Annual return | 11.92% | 10.14%+1.8pp | 8.31%+3.6pp | 15.63%-3.7pp |
| Employer contribution / active EE | $15,568 | $16,339-4.7% | $21,002-25.9% | $11,476+35.7% |
| Participant deferral / active EE | $0 | $401-100.0% | $224-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $724-100.0% | $724-100.0% | $429-100.0% |