Filed May 6, 1996
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 |
|---|---|---|
AON CONSULTING2 years Filed as: AON CONSULTING INC. Service code 28 · EIN 22-2232264 | Investment Management | $146,370 |
AON CONSULTING8 years Filed as: AON HEWITT INVESTMENT Service code 50 · EIN 36-3109431 | Direct Payment | $95,949 |
IVINS, PHILLIPS & BARKER2 years Filed as: IVINS PHILLIPS & BARKER Service code 29 · EIN 52-1229560 | Legal | $50,991 |
THE BANK OF NEW YORK MELLON6 years Service code 18 · EIN 13-5130382 | Direct payment from the plan; Custodi... | $23,860 |
Filed as: STATE STREET BANK AND TRUST Service code 28 · EIN 04-1867445 | Investment Management | $5,143 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $75,644-100.0% | $106,128-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.9%-11.9pp | 12.2%-12.2pp | 11.0%-11.0pp |
| Annual return | 1.78% | 7.25%-5.5pp | 5.04%-3.3pp | 8.21%-6.4pp |
| Employer contribution / active EE | $0 | $13,308-100.0% | $26,454-100.0% | $13,841-100.0% |
| Participant deferral / active EE | $0 | $61-100.0% | $78-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $16,625-100.0% | $1,652-100.0% |