Filed July 10, 2009
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 CONSULTING3+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $223,228 |
MATRIX TRUST COMPANY2 years Filed as: MG TRUST COMPANY DBA MATRIX TRUST Service code 21 · EIN 75-3182674 | Bank Trustee | $8,818 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 7.62% | 15.82%-8.2pp | 16.78%-9.2pp | 17.84%-10.2pp |
| Employer contribution / active EE | $924 | $19,885-95.4% | $26,328-96.5% | $14,688-93.7% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |