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 |
|---|---|---|
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS REALTY Service code 28 · EIN 36-3718331 | Investment Management | $1,578,182 |
LEGAL & GENERAL INVESTMENT8+ years Filed as: LEGAL AND GENERAL Service code 28 · EIN 20-8058531 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $1,088,478 |
NORTHERN TRUST COMPANY8+ years Service code 28 · EIN 36-1561860 | Investment Management | $793,183 |
Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $349,623 |
CAPITAL GUARDIAN8+ years Service code 28 · EIN 95-2553868 | Investment Management | $348,553 |
VULCAN VALUE PARTNERS1 year Service code 51 · EIN 39-2051712 | Investment Mgmt Fees | $327,913 |
ARTISAN PARTNERS2 years Service code 28 · EIN 30-0551775 | Investment Management | $287,775 |
Filed as: IRIDIAN ASSET MANAGEMENT Service code 28 · EIN 06-1439577 | Investment Management | $168,122 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON GROUP Service code 28 · EIN 41-0995965 | Investment Management | $90,064 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $42,175 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | - | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 1.5%-1.5pp |
| Annual return | -16.04% | 17.17%-33.2pp | 179.55%-195.6pp | 23.41%-39.5pp |
| Employer contribution / active EE | $15,645 | $11,568+35.2% | $24,917-37.2% | $12,650+23.7% |
| Participant deferral / active EE | $0 | $1,827-100.0% | $463-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | - | $14,884-100.0% |