Filed August 3, 2006 (most recent of 7 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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPS. CO. Service code 13 · EIN 04-2647786 | Contract Administrator | $4,707,048 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $2,099,957 |
KPMG LLP1 year Service code 10 · EIN 13-5565207 | Accounting | $79,000 |
JENNER & BLOCK LLP2+ years Service code 29 · EIN 36-2192554 | Legal | $25,353 |
CROWE LLP1 year Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $15,379 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $40,289-100.0% | $151,941-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 4.2%-4.2pp |
| Annual return | 8.99% | 7.02%+2.0pp | 5.44%+3.5pp | 10.64%-1.7pp |
| Employer contribution / active EE | $4,862 | $9,548-49.1% | $25,481-80.9% | $11,561-57.9% |
| Participant deferral / active EE | $0 | $399-100.0% | $65-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $11,765-100.0% | $312-100.0% |