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 |
|---|---|---|
AON CONSULTING4 years Filed as: AON HEWITT INVESTMENT Service code 28 · EIN 36-3109431 | Investment Management | $245,832 |
Filed as: PRINCIPAL LIFE INSURANCE Service code 15 · EIN 42-0127290 | Recordkeeping | $219,771 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $28,420 |
SEYFARTH SHAW LLP4 years Service code 29 · EIN 36-2152202 | Legal | $6,290 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS Service code 28 · EIN 06-1053228 | Investment Management | $2,500 |
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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 | $1,168,160-100.0% | $220,428-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.6%-0.6pp |
| Annual return | 10.39% | 10.64%-0.2pp | 90.61%-80.2pp | 11.45%-1.1pp |
| Employer contribution / active EE | $15,830 | $11,339+39.6% | $32,730-51.6% | $17,219-8.1% |
| Participant deferral / active EE | $0 | $81-100.0% | $40-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $21,565-100.0% | $12,805-100.0% | $15,480-100.0% |