Filed June 8, 2009 (most recent of 4 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 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
HUDSON PILOT LLC1+ years Service code 16 · EIN 26-4590269 | Consulting | $481,000 |
Filed as: GREAT WEST FINANCIAL Service code 15 · EIN 84-0467907 | Recordkeeping | $480,679 |
AON CONSULTING1+ years Service code 11 · EIN 22-2232264 | Actuarial | $386,422 |
MERCER1+ years Filed as: MERCER HR SERVICES LLC Service code 15 · EIN 13-2834414 | Recordkeeping | $354,046 |
POYNER & SPRUILL LLP1+ years Service code 29 · EIN 56-1493995 | Legal | $130,450 |
CROWE LLP1+ years Service code 10 · EIN 35-0921680 | Accounting | $90,820 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $64,369 |
COOK STREET CONSULTING1+ years Service code 17 5299 DTC BLVD · GREENWOOD VILLAGE, CO 80111 | Pension Consulting | $14,400 |
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 | $1,723,788-100.0% | $256,121-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 1.9%-1.9pp |
| Annual return | 0.00% | 11.30%-11.3pp | 9.60%-9.6pp | 23.90%-23.9pp |
| Employer contribution / active EE | $0 | $21,004-100.0% | $45,595-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $79-100.0% | $255-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $9,523-100.0% | $18,975-100.0% |