Filed November 4, 2016
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 CONSULTING6 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $117,961 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $50,820 |
BMO HARRIS BANK NA9+ years Filed as: BMO HARRIS BANK N.A. Service code 21 111 W. MONROE ST. · CHICAGO, IL 60603 | Bank Trustee | $21,490 |
CLIFTONLARSONALLEN LLP5 years Service code 10 · EIN 41-0746749 | Accounting | $15,750 |
ALIGHT SOLUTIONS LLC3 years Service code 50 · EIN 36-2235791 | Direct Payment | $3,300 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $89,087-100.0% | $80,293-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 10.9%-10.9pp | 5.6%-5.6pp | 55.9%-55.9pp |
| Annual return | 10.68% | 16.55%-5.9pp | 15.31%-4.6pp | 24.44%-13.8pp |
| Employer contribution / active EE | $32,750 | $42,466-22.9% | $28,686+14.2% | $41,344-20.8% |
| Participant deferral / active EE | $0 | $112-100.0% | $126-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $411-100.0% | $456-100.0% | $22,013-100.0% |