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 | $250,629 |
NORTHERN TRUST COMPANY7 years Service code 21 · EIN 36-1561860 | Bank Trustee | $150,787 |
MEKETA INVESTMENT GROUP4 years Filed as: MEKETA INVESTMENT CROUP, INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $142,083 |
WELLINGTON TRUST COMPANY3 years Service code 27 · EIN 04-2755549 | Advisory (Plan) | $105,914 |
Filed as: LONGFELLOW INVESTMENT MANAGEMENT CO Service code 27 · EIN 04-2933956 | Advisory (Plan) | $48,952 |
RHUMBLINE ADVISORS4 years Filed as: RHUMBLINE INVESTMENT ADVISORS Service code 27 · EIN 04-3076646 | Advisory (Plan) | $36,399 |
MAYER HOFFMAN MCCANN P.C.6 years Service code 10 · EIN 43-1947695 | Accounting | $24,150 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 27 · EIN 13-3142135 | Advisory (Plan) | $21,697 |
Filed as: STEPSTONE REAL ESTATE LP Service code 16 · EIN 38-3930662 | Consulting | $11,250 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST INVESTMENTS INC Service code 27 · EIN 36-3608252 | Advisory (Plan) | $10,989 |
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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 | $13,363-100.0% | $247,553-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 50.4%-50.4pp | 2.2%-2.2pp |
| Annual return | 8.92% | 9.71%-0.8pp | 32.33%-23.4pp | 9.11%-0.2pp |
| Employer contribution / active EE | $0 | $7,317-100.0% | $33,964-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $946-100.0% | $43-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,141-100.0% | $125-100.0% |