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 CONSULTING3+ years Filed as: AON HEWITT Service code 11 · EIN 22-2232264 | Actuarial | $403,940 |
COOK STREET CONSULTING2 years Filed as: COOK STREET CONSULTING INC Service code 27 · EIN 84-0854432 | Advisory (Plan) | $91,875 |
RIVERBRIDGE PARTNERS3+ years Filed as: RIVERBRIDGE PARTNERS LLC Service code 27 · EIN 41-1930193 | Advisory (Plan) | $67,216 |
DIAMOND HILL3+ years Filed as: DIAMOND HILL CAPITAL MGMT Service code 28 · EIN 31-1019984 | Investment Management | $59,536 |
Filed as: WESTFIELD CAPITAL MGMT Service code 27 · EIN 80-0163393 | Advisory (Plan) | $49,190 |
THE SEGAL COMPANY3+ years Filed as: SEGAL ROGERCASEY Service code 27 116 HUNTINGTON AVENUE · BOSTON, MA 021165774 | Advisory (Plan) | $9,106 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,154 |
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 | $76,418-100.0% | $350,496-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 31.4%-31.4pp | 11.3%-11.3pp |
| Annual return | 11.30% | 10.91%+0.4pp | 12.88%-1.6pp | 10.41%+0.9pp |
| Employer contribution / active EE | $144,737 | $12,279+1078.7% | $40,010+261.8% | $14,691+885.2% |
| Participant deferral / active EE | $0 | $9-100.0% | $66-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $4,558-100.0% | $7,226-100.0% | $2,646-100.0% |