Filed December 19, 2002 (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.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4+ years Filed as: AON HEWITT CONSULTING, INC Service code 11 · EIN 22-2232264 | Actuarial | $1,753,810 |
AON CONSULTING4+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 36-3109431 | Advisory (Plan) | $1,010,596 |
Service code 19 · EIN 13-5160382 | Securities Custodian | $391,500 |
Q&F BENEFIT ADMINISTRATION4+ years Service code 13 · EIN 16-1302807 | Contract Administrator | $6,860 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
| Category | Counterparty | Relationship / Terms | Address | Amount |
|---|---|---|---|---|
| Part 1 Loan in default | KEY PLASTICS INCORPORATED | — | 21333 HAGGERTY ROAD SUITE 200 NOVI, MI 48375 | — |
| Part 1 Loan in default | NATIONAL RESTAURANT ENTERPRISES | — | 2215 ENTERPRISE DRIVE SUITE 1502 WESTCHESTER, IL 60154 | — |
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 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% | $286,273-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.6%-30.6pp | 0.0%0pp |
| Annual return | 16.82% | 15.89%+0.9pp | 10.78%+6.0pp | 21.83%-5.0pp |
| Employer contribution / active EE | $0 | $10,104-100.0% | $41,857-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $83,605-100.0% | $1,551,325-100.0% |