Filed January 14, 1998
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $164,928 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT Service code 28 · EIN 36-3109431 | Investment Management | $130,643 |
WINIFRED MASTERSON BURKE1 year Service code 28 · EIN 13-1739937 | Investment Management | $33,764 |
SEYFARTH SHAW LLP1 year Service code 29 · EIN 36-2152202 | Legal | $15,116 |
SUMMITT STRATEGIES1 year Service code 28 · EIN 43-1708520 | Investment Management | $11,792 |
BARLEY MCNAMARA WILD1 year Filed as: BARLEY MILL HOUSE Service code 27 · EIN 51-0261641 | Advisory (Plan) | $11,718 |
Filed as: MONDRIAN INVESTMENT Service code 28 · EIN 56-2475915 | Investment Management | $7,949 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 11.35% | 12.40%-1.1pp | 10.16%+1.2pp | 23.90%-12.5pp |
| Employer contribution / active EE | $13,730 | $8,748+56.9% | $33,192-58.6% | $16,539-17.0% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |