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.
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $2,602,321 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 16 · EIN 36-1561860 | Consulting | $734,042 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MGMT CO LLC Service code 28 · EIN 33-0629048 | Investment Management | $209,743 |
DODGE & COX1 year Service code 28 · EIN 94-1441976 | Investment Management | $207,793 |
Filed as: NOMURA CORP RSRCH & ASSET MGMT INC. Service code 28 · EIN 13-3607885 | Investment Management | $149,884 |
BLACKROCK1 year Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3806691 | Investment Management | $86,852 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $54,004 |
ALIGHT SOLUTIONS LLC2+ years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 13 · EIN 82-1061233 | Contract Administrator | $39,026 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: WILLIS TOWERS WATSON Service code 13 · EIN 26-0775680 | Contract Administrator | $32,899 |
Filed as: MCCONNELL & JONES, LLP Service code 10 · EIN 76-0488832 | Accounting | $25,250 |
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Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
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 | $146,112-100.0% | $133,543,011-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 27.0%-27.0pp | 8.0%-8.0pp | 47.4%-47.4pp |
| Annual return | -91.58% | 4.63%-96.2pp | 29.77%-121.3pp | 12.16%-103.7pp |
| Employer contribution / active EE | $0 | $51,918-100.0% | $33,607-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $96-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $282,686-100.0% | $835,310-100.0% | $17,640-100.0% |