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 INVESTMENT10+ years Filed as: LEGAL AND GENERAL Service code 28 · EIN 20-8058531 | Investment Management | $1,356,682 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $1,198,580 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $1,059,343 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST Service code 17 · EIN 26-0058143 | Pension Consulting | $428,060 |
VULCAN VALUE PARTNERS3 years Service code 28 · EIN 39-2081712 | Investment Management | $388,329 |
AMERICAN FUNDS1 year Filed as: CAPITAL INTERNATIONAL, INC. Service code 28 · EIN 95-4154361 | Investment Management | $360,302 |
ARTISAN PARTNERS4 years Service code 51 · EIN 30-0551775 | Investment Mgmt Fees | $308,090 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $71,600 |
Filed as: UBS Service code 28 · EIN 36-3718331 | Investment Management | $51,360 |
MORNINGSTAR4 years Filed as: MORNINGSTAR, INC. Service code 28 · EIN 36-3297908 | Investment Management | $31,256 |
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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 6.81% | 8.48%-1.7pp | 4.95%+1.9pp | 8.48%-1.7pp |
| Employer contribution / active EE | $14,296 | $9,949+43.7% | $20,917-31.7% | $9,949+43.7% |
| Participant deferral / active EE | $0 | $734-100.0% | $188-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |