Filed September 28, 1992
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 CONSULTING1+ years Filed as: AON HEWITT Service code 11 · EIN 22-2232264 | Actuarial | $440,736 |
RIVERBRIDGE PARTNERS1+ years Filed as: RIVERBRIDGE PARTNERS LLC Service code 27 80 S 8TH ST#1200 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $119,075 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERCASEY Service code 27 116 HUNTINGTON AVENUE · BOSTON, MA 021165774 | Advisory (Plan) | $104,545 |
WESTFIELD CAPITAL MANAGEMENT1+ years Filed as: WESTFIELD CAPITAL MGMT COMPANY Service code 27 655 ATLANTIC AVE · BOSTON, ME 02111 | Advisory (Plan) | $102,241 |
DIAMOND HILL1+ years Filed as: DIAMOND HILL CAPITAL MGMT Service code 27 · EIN 31-1019984 | Advisory (Plan) | $100,964 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,106 |
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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 | $211,396-100.0% | $313,292-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 4.3%-4.3pp |
| Annual return | -1.12% | -1.29%+0.2pp | -2.79%+1.7pp | 2.81%-3.9pp |
| Employer contribution / active EE | $0 | $11,225-100.0% | $39,327-100.0% | $16,358-100.0% |
| Participant deferral / active EE | $0 | $130-100.0% | $351-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $15,115-100.0% | $1,639-100.0% |