Filed September 22, 2000
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 CONSULTING3 years Filed as: AON CONSULTING INC. Service code 11 · EIN 36-2235791 | Actuarial | $466,251 |
IVINS, PHILLIPS & BARKER4 years Service code 29 1700 PENNSYLVANIA AVEUE · WASHINGTON, DC 20006 | Legal | $36,655 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWER WATSON Service code 28 · EIN 98-1261616 | Investment Management | $35,210 |
Filed as: PRINCIPAL BANK Service code 15 · EIN 42-1520346 | Recordkeeping | $17,799 |
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT SOLUTIONS, LLC Service code 17 · EIN 82-1061233 | Pension Consulting | $5,550 |
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Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,703,652-100.0% | $2,703,652-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 7.7%-7.7pp | 55.8%-55.8pp |
| Annual return | -86.01% | 4.23%-90.2pp | 7.26%-93.3pp | 24.44%-110.5pp |
| Employer contribution / active EE | $0 | $53,056-100.0% | $34,949-100.0% | $41,348-100.0% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $22,013-100.0% | - | $22,013-100.0% |