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 LLP5+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 99 · EIN 52-1042410 | Other Fees | $735,885 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $180,949 |
SLC MANAGEMENT1 year Filed as: SUN LIFE INVESTMENT MANAGEMENT US Service code 28 · EIN 68-0635051 | Investment Management | $118,096 |
NORTHERN TRUST COMPANY5+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $83,804 |
RYAN LABS ASSET MANAGEMENT3 years Service code 28 · EIN 47-3503928 | Investment Management | $78,742 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT HR SOLUTIONS Service code 28 · EIN 81-2983623 | Investment Management | $78,199 |
ERNST & YOUNG LLP5+ years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $34,073 |
CAPFINANCIAL PARTNERS LLC5+ years Filed as: CAPTRUST ADVISORS Service code 17 · EIN 26-0058143 | Pension Consulting | $11,472 |
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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 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 17.65% | 15.61%+2.0pp | 20.73%-3.1pp | 53.27%-35.6pp |
| Employer contribution / active EE | $6,283 | $10,773-41.7% | $36,503-82.8% | $14,774-57.5% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |