Filed November 9, 2000 (most recent of 5 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.
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 11 · EIN 23-2293237 | Actuarial | $1,560,559 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 04-2683227 | Investment Management | $121,707 |
Service code 28 101 SOUTH HANLEY ROAD, SUITE 1700 · ST. LOUIS, MO 631053487 | Investment Management | $120,208 |
Filed as: MONDRIAN INVESTMENT GROUP INC. Service code 28 · EIN 56-2475915 | Investment Management | $102,755 |
MERCER3+ years Service code 16 · EIN 61-0736136 | Consulting | $87,016 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $44,968 |
KPMG LLP3+ years Service code 10 · EIN 13-5565207 | Accounting | $35,000 |
STATE STREET GLOBAL ADVISORS3+ years Service code 18 · EIN 04-1867445 | Investment management; Direct payment... | $34,332 |
BALLARD SPAHR LLP2 years Service code 29 · EIN 23-0382195 | Legal | $17,594 |
TIMES SQUARE CAPITAL MANAGEMENT3+ years Filed as: TIMESSQUARE CAPITAL MANAGEMENT, LLC Service code 28 7 TIMES SQUARE, 42ND FLOOR · NEW YORK, NY 100366524 | Investment Management | $15,296 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,578,776-100.0% | $336,864-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | -7.11% | -2.85%-4.3pp | -3.29%-3.8pp | 33.37%-40.5pp |
| Employer contribution / active EE | $6,030 | $7,024-14.1% | $36,762-83.6% | $11,253-46.4% |
| Participant deferral / active EE | $0 | $0 | $11-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $6,121-100.0% | $99,113-100.0% |