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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $1,346,656 |
Filed as: FIDELITY INV INST OPS CORP INC Service code 13 · EIN 04-2647786 | Contract Administrator | $1,342,307 |
JENNER & BLOCK LLP1+ years Service code 29 · EIN 36-2192554 | Legal | $9,473 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 2 reportable transactions
Free accounts unlock saves, downloads, and 3-year history.
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 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 0.00% | 16.32%-16.3pp | 16.78%-16.8pp | 16.32%-16.3pp |
| Employer contribution / active EE | $12,333 | $12,766-3.4% | $26,328-53.2% | $12,766-3.4% |
| Participant deferral / active EE | $0 | $800-100.0% | $97-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |