Filed March 19, 1996 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MARATHON ASSET MANAGEMENT2+ years Filed as: MARATHON-LONDON INTERNATIONAL TRUST Service code 21 801 S CANAL STREET · CHICAGO, IL 60607 | Bank Trustee | $140,820 |
MERRIL LYNCH2+ years Filed as: BANK OF AMERICA MERILL LYNCH Service code 26 RETIREMENT SERVICES NJ6-503-03-16 · GLEN ROCK, NJ 07452 | Advisory (Participants) | $140,348 |
GOLDMAN SACHS2+ years Filed as: ADAGE CAPITAL PARTNERS Service code 21 · EIN 04-3574590 200 CLARENDON STREET · BOSTON, MA 02116 | Bank Trustee | $109,800 |
Service code 21 · EIN 20-1239279 250 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Bank Trustee | $107,363 |
Filed as: AXA EQUITABLE LIFE INSURANCE Service code 13 · EIN 13-5570651 525 WASHINGTON BLVD · JERSEY CITY, MD 07310 | Contract Administrator | $17,459 |
EVANSTON1 year Filed as: EVANSTON CAPITAL MANAGEMENT LLC Service code 21 1560 SHERMAN AVENUE · EVANSTON, IL 60201 | Bank Trustee | $0 |
Filed as: THE ARCHSTONE PARTNERSHIPS Service code 21 360 MADISON AVENUE, 20TH FLOOR · NEW YORK, NY 10017 | Bank Trustee | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $54,332-100.0% | $115,939-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 17.7%-17.7pp | 19.3%-19.3pp | 3.6%-3.6pp |
| Annual return | 6.22% | 4.08%+2.1pp | 3.97%+2.2pp | 11.88%-5.7pp |
| Employer contribution / active EE | $930 | $19,692-95.3% | $28,168-96.7% | $14,612-93.6% |
| Participant deferral / active EE | $0 | $1,371-100.0% | $274-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $282-100.0% | $12,837-100.0% | $637-100.0% |