Filed August 29, 2006 (most recent of 3 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 |
|---|---|---|
PENSION ASSURANCE LLP4+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 99 · EIN 52-1042410 | Other Fees | $734,907 |
RYAN LABS ASSET MANAGEMENT2 years Service code 28 · EIN 47-3503928 | Investment Management | $164,012 |
Filed as: CONDUENT HR SOLUTIONS Service code 28 · EIN 81-2983623 | Investment Management | $92,417 |
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $83,663 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $73,530 |
CAPFINANCIAL PARTNERS LLC4+ years Filed as: CAPTRUST ADVISORS Service code 17 · EIN 26-0058143 | Pension Consulting | $70,000 |
ERNST & YOUNG LLP4+ years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $40,960 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | -5.12% | -2.48%-2.6pp | -102.04%+96.9pp | 0.19%-5.3pp |
| Employer contribution / active EE | $5,696 | $7,648-25.5% | $36,232-84.3% | $13,763-58.6% |
| Participant deferral / active EE | $0 | $27-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |