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 CONSULTING2 years Filed as: AON CONSULTING INC. Service code 11 · EIN 36-2235791 | Actuarial | $194,839 |
DELOITTE & TOUCHE LLP1 year Service code 10 · EIN 13-3891517 | Accounting | $27,350 |
Filed as: PRINCIPAL BANK Service code 17 · EIN 42-1520346 | Pension Consulting | $17,093 |
IVINS, PHILLIPS & BARKER3 years Service code 29 1700 PENNSYLVANIA AVEUE · WASHINGTON, DC 20006 | Legal | $10,807 |
Filed as: WILLIS TOWER WATSON Service code 17 · EIN 98-1261616 | Pension Consulting | $9,130 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT SOLUTIONS, LLC Service code 17 · EIN 82-1061233 | Pension Consulting | $4,800 |
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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 | $46,984-100.0% | $2,278,297-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 5.6%-5.6pp | 5.6%-5.6pp |
| Annual return | -20.58% | 39.82%-60.4pp | 111.29%-131.9pp | 39.82%-60.4pp |
| Employer contribution / active EE | $0 | $19,980-100.0% | $46,003-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $62-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $0 | $62-100.0% |