Filed December 10, 2005 (most recent of 2 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 |
|---|---|---|
Filed as: SILCHESTER Service code 50 · EIN 36-7045783 | Direct Payment | $66,942 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $44,581 |
ROBECO INVESTMENT MANAGEMENT5+ years Service code 50 · EIN 98-0202744 | Direct Payment | $31,541 |
NORTHERN TRUST COMPANY5+ years Filed as: NORTHERN TRUST Service code 25 · EIN 36-1561860 | Directed Trustee | $13,442 |
MOSS ADAMS LLP5+ years Filed as: MOSS ADAMS Service code 20 · EIN 91-0189318 | Direct payment from the plan; Trustee... | $13,225 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $51,490 | $46,423+10.9% | $75,906-32.2% | $67,584-23.8% |
| Participation rate | 99.0% | 63.1%+36.0pp | 69.3%+29.7pp | 71.3%+27.8pp |
| Annual return | 10.98% | 32.29%-21.3pp | 30.73%-19.7pp | 378.59%-367.6pp |
| Employer contribution / active EE | $0 | $1,406-100.0% | $2,501-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $0 | $2,564-100.0% | $3,604-100.0% | $3,540-100.0% |
| Admin fee / account holder | $194 | $132+47.5% | $5,421-96.4% | $142+36.6% |