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 INC9+ years Filed as: UBS REALTY Service code 28 · EIN 36-3718331 | Investment Management | $1,429,153 |
NORTHERN TRUST COMPANY9+ years Service code 28 · EIN 36-1561860 | Investment Management | $1,109,384 |
LEGAL & GENERAL INVESTMENT9+ years Filed as: LEGAL AND GENERAL Service code 28 · EIN 20-8058531 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $1,083,831 |
VULCAN VALUE PARTNERS2 years Service code 51 · EIN 39-2051712 | Investment Mgmt Fees | $352,621 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $318,919 |
CAPITAL GUARDIAN9+ years Service code 28 · EIN 95-4154361 | Investment Management | $304,986 |
ARTISAN PARTNERS3 years Service code 28 · EIN 30-0551775 | Investment Management | $242,781 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $55,600 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON GROUP Service code 28 · EIN 41-0995965 | Investment Management | $48,328 |
MORNINGSTAR3 years Filed as: MORNINGSTAR, INC. Service code 28 · EIN 36-3297908 | Investment Management | $30,713 |
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 | $13,363-100.0% | $191,373-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 2.2%-2.2pp |
| Annual return | 12.56% | 8.28%+4.3pp | 8.46%+4.1pp | 9.11%+3.4pp |
| Employer contribution / active EE | $15,102 | $8,225+83.6% | $25,175-40.0% | $12,231+23.5% |
| Participant deferral / active EE | $0 | $294-100.0% | $181-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $730-100.0% | $125-100.0% |