Filed January 30, 2009 (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 |
|---|---|---|
BUCK GLOBAL, LLC6 years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $398,303 |
Filed as: METLIFE INVESTMENT MANAGEMENT Service code 28 · EIN 82-2405817 | Investment Management | $250,925 |
FISHER INVESTMENTS10+ years Service code 28 · EIN 20-2480800 | Investment Management | $235,827 |
PGIM INVESTMENTS10+ years Filed as: JENNISON ASSOCIATES LLC Service code 27 · EIN 22-2540245 | Advisory (Plan) | $114,149 |
NORTHERN TRUST COMPANY4 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $89,934 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $77,598 |
ACADIAN ASSET MANAGEMENT LLC10+ years Service code 28 · EIN 04-2929221 | Investment Management | $69,468 |
WILLIAM BLAIR8 years Filed as: WILLIAM BLAIR INVESTMENT MGMT, LLC Service code 28 · EIN 47-2614791 | Investment Management | $67,774 |
COMERICA BANK6 years Service code 19 · EIN 42-1741646 | Securities Custodian | $47,171 |
Filed as: AMERIPRISE TRUST COMPANY Service code 21 · EIN 41-6219335 | Bank Trustee | $38,785 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $310,574-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 0.0%0pp |
| Annual return | 3.96% | 8.15%-4.2pp | 8.04%-4.1pp | 8.76%-4.8pp |
| Employer contribution / active EE | $0 | $60,767-100.0% | $42,693-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $2,321 | $2,320+0.1% | $66+3408.9% | $948+144.8% |
| Admin fee / account holder | $0 | $0 | $8,889-100.0% | - |