Filed January 1, 2012 (most recent of 2 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 CONSULTING4 years Filed as: AON HEWITT INVESTMENT CO. Service code 16 · EIN 36-3109431 | Consulting | $227,459 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $72,987 |
USI CONSULTING GROUP7 years Filed as: USI CONSULTING GROUP INC Service code 11 · EIN 13-4032401 | Actuarial | $69,359 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BNY MELLON ASSET SERVICING Service code 18 · EIN 13-5160382 | Custodial (securities); Custodial (ot... | $22,004 |
LEGAL & GENERAL INVESTMENT4 years Service code 28 · EIN 20-8058531 | Investment Management | $18,742 |
THE SEGAL COMPANY8+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $12,500 |
SEYFARTH SHAW LLP3 years Filed as: SEYFARTH SAW LLP Service code 28 · EIN 36-2152202 | Investment Management | $9,901 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,234-100.0% | $267,477-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 24.1%-24.1pp | 35.5%-35.5pp | 5.6%-5.6pp |
| Annual return | -28.58% | -14.45%-14.1pp | -38.86%+10.3pp | 39.82%-68.4pp |
| Employer contribution / active EE | $12,000 | $14,058-14.6% | $37,756-68.2% | $19,980-39.9% |
| Participant deferral / active EE | $0 | $0 | $16-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $77-100.0% | $16,942-100.0% | $62-100.0% |