Filed May 17, 2011
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 |
|---|---|---|
AON CONSULTING2 years Filed as: AON HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $356,121 |
DIMEO SCHNEIDER & ASSOCIATES LLC4+ years Filed as: DIMEO SCHNEIDER AND ASSOCIATES, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $200,508 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $178,869 |
VAUGHAN NELSON INVESTMENT MGMT4+ years Filed as: VAUGHAN NELSON INVESTMENT MGMT LP Service code 28 · EIN 04-3304963 | Investment Management | $75,554 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET RESEARCH AND MGMT CO. Service code 28 · EIN 13-3142135 | Investment Management | $52,967 |
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Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $157,466-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 1.8%-1.8pp |
| Annual return | -7.40% | 7.01%-14.4pp | 12.68%-20.1pp | 0.19%-7.6pp |
| Employer contribution / active EE | $6,977 | $12,638-44.8% | $22,860-69.5% | $13,763-49.3% |
| Participant deferral / active EE | $0 | $554-100.0% | $123-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $2,825-100.0% | $426-100.0% |