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 MANAGEMENT3+ years Filed as: MARATHON-LONDON INTERNATIONAL TRUST Service code 21 801 S CANAL STREET · CHICAGO, IL 60607 | Bank Trustee | $146,060 |
Service code 21 · EIN 20-1239279 250 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Bank Trustee | $144,875 |
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 26 208 HARRISTOWN ROAD · GLEN ROCK, NJ 07452 | Advisory (Participants) | $140,019 |
Filed as: AXA EQUITABLE LIFE INSURANCE Service code 13 · EIN 13-5570651 525 WASHINGTON BLVD · JERSEY CITY, MD 07310 | Contract Administrator | $18,959 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $44,091-100.0% | $128,366-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 4.5%-4.5pp |
| Annual return | 13.02% | 10.88%+2.1pp | 9.39%+3.6pp | 13.95%-0.9pp |
| Employer contribution / active EE | $0 | $18,458-100.0% | $33,466-100.0% | $16,598-100.0% |
| Participant deferral / active EE | $0 | $2,276-100.0% | $657-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,132-100.0% | $612-100.0% |