Filed October 7, 2011 (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 |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $270,609 |
NORTHERN TRUST COMPANY3 years Service code 21 · EIN 36-1561860 | Bank Trustee | $164,000 |
MEKETA INVESTMENT GROUP4+ years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 16 · EIN 04-2659023 | Consulting | $125,000 |
Filed as: LONGFELLOW INVSTMT MGMT CO. Service code 28 · EIN 04-2933956 | Investment Management | $54,536 |
MAYER HOFFMAN MCCANN P.C.2 years Service code 16 · EIN 43-1947695 | Consulting | $22,250 |
RHUMBLINE ADVISORS4+ years Filed as: RHUMBLINE ADVISERS Service code 28 · EIN 04-3118582 | Investment Management | $19,176 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK & TRUST CO. Service code 16 · EIN 04-1867445 | Consulting | $13,602 |
STEPSTONE GROUP LP3 years Service code 16 · EIN 33-1156466 | Consulting | $11,322 |
LITTLER MENDELSON, P.C.1 year Filed as: LITTLER MENDELSON, PC Service code 29 · EIN 94-2602731 | Legal | $8,212 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 6.18% | 34.64%-28.5pp | 20.73%-14.5pp | 21.83%-15.7pp |
| Employer contribution / active EE | $15,842 | $7,654+107.0% | $36,503-56.6% | $12,237+29.5% |
| Participant deferral / active EE | $0 | $693-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |