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 |
|---|---|---|
AON CONSULTING8 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $2,467,187 |
BLACKROCK5 years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3806691 | Investment Management | $1,133,013 |
Filed as: FIDELITY INV. INST. OPS. CO. LLC Service code 13 · EIN 04-2647786 | Contract Administrator | $1,038,874 |
NORTHERN TRUST COMPANY9+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $108,399 |
KPMG LLP8 years Service code 10 · EIN 13-5565207 | Accounting | $70,000 |
JENNER & BLOCK LLP8 years Service code 29 · EIN 36-2192554 | Legal | $32,755 |
CROWE LLP6 years Service code 10 · EIN 35-0921680 | Accounting | $9,301 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
| Category | Counterparty | Relationship / Terms | Address | Amount |
|---|---|---|---|---|
| Part 3 Non-exempt transaction | FIDELITY INV INST OPS CORP, INC. | PLAN RECORDKEEPER OVERPAYMENT OF EXPENSES PAID IN 2022 BY THE PLAN. THIS ERROR AND ANY EARNINGS WERE CORRECTED IN 2023. | — | $0 |
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 | $13,363-100.0% | $182,032-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.2%-2.2pp |
| Annual return | 7.65% | 10.30%-2.7pp | 7.69%0pp | 9.11%-1.5pp |
| Employer contribution / active EE | $0 | $9,006-100.0% | $28,501-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $902-100.0% | $49-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $51,246-100.0% | $125-100.0% |