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 |
|---|---|---|
BLACKROCK5 years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3806691 | Investment Management | $1,554,332 |
Filed as: FIDELITY INV INST OPS CORP INC Service code 13 · EIN 04-2647786 | Contract Administrator | $1,032,725 |
NORTHERN TRUST COMPANY7+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $235,882 |
AON CONSULTING6 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $219,237 |
KPMG LLP6 years Service code 10 · EIN 13-5565207 | Accounting | $57,000 |
JENNER & BLOCK LLP7+ years Service code 29 · EIN 36-2192554 | Legal | $28,353 |
CROWE LLP6 years Service code 10 · EIN 35-0921680 | Accounting | $9,550 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 28 · EIN 94-3112180 | Investment Management | $6,603 |
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 | $0 | $182,032-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 0.0%0pp |
| Annual return | 82.39% | 33.11%+49.3pp | 7.69%+74.7pp | 33.11%+49.3pp |
| Employer contribution / active EE | $0 | $9,000-100.0% | $28,501-100.0% | $9,000-100.0% |
| Participant deferral / active EE | $0 | $680-100.0% | $49-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $51,246-100.0% | - |