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 CONSULTING5 years Filed as: AON HEWITT INVESTMENT CO. Service code 16 · EIN 36-3109431 | Consulting | $185,749 |
USI CONSULTING GROUP8 years Filed as: USI CONSULTING GROUP INC Service code 11 · EIN 13-4032401 | Actuarial | $175,161 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $72,020 |
LEGAL & GENERAL INVESTMENT5 years Service code 28 · EIN 20-8058531 | Investment Management | $28,256 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BNY MELLON ASSET SERVICING Service code 18 · EIN 13-5160382 | Custodial (other than securities); Tr... | $21,517 |
SEYFARTH SHAW LLP9+ years Service code 28 · EIN 36-2152202 | Investment Management | $15,931 |
THE SEGAL COMPANY9+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $13,125 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: JP MORGAN CHASE BANK Service code 28 · EIN 13-4994650 | Investment Management | $7,833 |
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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 | $258,723-100.0% | $247,553-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 61.8%-61.8pp | 50.4%-50.4pp | 55.8%-55.8pp |
| Annual return | 3.52% | 34.49%-31.0pp | 32.33%-28.8pp | 24.44%-20.9pp |
| Employer contribution / active EE | $126,000 | $36,004+250.0% | $33,964+271.0% | $41,356+204.7% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,641-100.0% | $10,141-100.0% | $22,013-100.0% |