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.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON HEWITT Service code 11 · EIN 22-2232264 | Actuarial | $617,075 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ROGERCASEY Service code 27 116 HUNTINGTON AVENUE · BOSTON, MA 021165774 | Advisory (Plan) | $107,682 |
RIVERBRIDGE PARTNERS2+ years Filed as: RIVERBRIDGE PARTNERS LLC Service code 27 80 S 8TH ST#1200 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $93,729 |
DIAMOND HILL2+ years Filed as: DIAMOND HILL CAPITAL MGMT Service code 27 · EIN 31-1019984 | Advisory (Plan) | $68,509 |
WESTFIELD CAPITAL MANAGEMENT2+ years Filed as: WESTFIELD CAPITAL MGMT COMPANY Service code 27 655 ATLANTIC AVE · BOSTON, ME 02111 | Advisory (Plan) | $66,681 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,860 |
COOK STREET CONSULTING1 year Filed as: COOK STREET CONSULTING INC Service code 16 · EIN 84-0854432 | Consulting | $18,375 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $89,277-100.0% | $322,681-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 27.6%-27.6pp | 12.6%-12.6pp |
| Annual return | 1.92% | 4.39%-2.5pp | 4.07%-2.1pp | 4.56%-2.6pp |
| Employer contribution / active EE | $152,174 | $12,633+1104.6% | $36,235+320.0% | $15,526+880.1% |
| Participant deferral / active EE | $0 | $7-100.0% | $215-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,741-100.0% | $7,128-100.0% | $1,711-100.0% |