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 |
|---|---|---|
FISHER INVESTMENTS9+ years Service code 28 · EIN 20-2480800 | Investment Management | $255,932 |
Filed as: METLIFE INVESTMENT MANAGEMENT Service code 28 · EIN 82-2405817 | Investment Management | $216,659 |
BUCK GLOBAL, LLC5 years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $194,089 |
PGIM INVESTMENTS9+ years Filed as: JENNISON ASSOCIATES LLC Service code 27 · EIN 22-2540245 | Advisory (Plan) | $115,601 |
NORTHERN TRUST COMPANY3 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $84,861 |
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $74,713 |
WILLIAM BLAIR7 years Filed as: WILLIAM BLAIR INVESTMENT MGMT, LLC Service code 28 · EIN 47-2614791 | Investment Management | $72,163 |
ACADIAN ASSET MANAGEMENT LLC9+ years Service code 28 · EIN 04-2929221 | Investment Management | $65,897 |
COMERICA BANK5 years Service code 19 · EIN 42-1741646 | Securities Custodian | $48,892 |
Filed as: AMERIPRISE TRUST COMPANY Service code 21 · EIN 41-6219335 | Bank Trustee | $36,387 |
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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 | $3,299,877-100.0% | $306,246-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 62.9%-62.9pp | 2.3%-2.3pp |
| Annual return | 13.16% | 11.98%+1.2pp | 35.16%-22.0pp | 37.77%-24.6pp |
| Employer contribution / active EE | $24,485 | $57,753-57.6% | $46,401-47.2% | $15,798+55.0% |
| Participant deferral / active EE | $2,252 | $1,774+27.0% | $72+3007.9% | $732+207.4% |
| Admin fee / account holder | $0 | $9,287-100.0% | $4,448-100.0% | $9,287-100.0% |