Filed September 11, 2012 (most recent of 4 filings on file)
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 |
|---|---|---|
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST CO Service code 21 · EIN 36-1561860 | Bank Trustee | $2,064,377 |
Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $138,781 |
MORNEAU SHEPELL4+ years Filed as: MORNEAU SHEPELL LTD Service code 15 · EIN 45-4303723 | Recordkeeping | $131,061 |
THE SEGAL COMPANY4+ years Filed as: SIBSON CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $80,110 |
MAYER HOFFMAN MCCANN P.C.4+ years Filed as: MAYER HOFFMAN MCCANN Service code 10 · EIN 43-1947695 | Accounting | $26,360 |
SNELL & WILMER LLP1 year Service code 29 · EIN 86-0089731 | Legal | $11,180 |
Service code 36 · EIN 48-1263177 | Copying and duplicating; Direct payme... | $7,093 |
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Employer contribution per participant 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 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 | $21,578,776-100.0% | $157,466-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | 13.28% | 201.32%-188.0pp | 12.68%+0.6pp | 33.37%-20.1pp |
| Employer contribution / active EE | $0 | $10,877-100.0% | $22,860-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $658-100.0% | $123-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,825-100.0% | $99,113-100.0% |