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 | $203,295 |
MEKETA INVESTMENT GROUP2 years Filed as: MEKETA INVESTMENT CROUP, INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $125,000 |
NORTHERN TRUST COMPANY5 years Service code 21 · EIN 36-1561860 | Bank Trustee | $98,231 |
Filed as: LONGFELLOW INVESTMENT MANAGEMENT CO Service code 27 · EIN 04-2933956 | Advisory (Plan) | $94,864 |
RHUMBLINE ADVISORS2 years Filed as: RHUMBLINE INVESTMENT ADVISORS Service code 27 · EIN 04-3076646 | Advisory (Plan) | $39,640 |
WELLINGTON TRUST COMPANY1 year Service code 27 · EIN 04-2755549 | Advisory (Plan) | $33,335 |
MAYER HOFFMAN MCCANN P.C.4 years Service code 10 · EIN 43-1947695 | Accounting | $23,625 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 27 · EIN 13-3142135 | Advisory (Plan) | $22,907 |
STEPSTONE GROUP LP5 years Service code 16 · EIN 33-1156466 | Consulting | $15,000 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 23.76% | 35.98%-12.2pp | 10.75%+13.0pp | 15.63%+8.1pp |
| Employer contribution / active EE | $0 | $8,396-100.0% | $35,170-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |