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 CONSULTING3 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 23-2293237 | Actuarial | $1,648,074 |
WELLINGTON TRUST COMPANY5+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 04-2683227 | Investment Management | $147,216 |
Service code 28 101 SOUTH HANLEY ROAD, SUITE 1700 · ST. LOUIS, MO 631053487 | Investment Management | $143,818 |
MONDRIAN INVESTMENT GROUP3 years Filed as: MONDRIAN INVESTMENT GROUP INC. Service code 28 · EIN 56-2475915 | Investment Management | $113,897 |
MERCER5+ years Service code 16 · EIN 61-0736136 | Consulting | $92,369 |
NORTHERN TRUST COMPANY3 years Service code 21 · EIN 36-1561860 | Bank Trustee | $80,271 |
STATE STREET GLOBAL ADVISORS5+ years Service code 18 · EIN 04-1867445 | Custodial (other than securities); Di... | $41,062 |
KPMG LLP5+ years Service code 10 · EIN 13-5565207 | Accounting | $35,373 |
BALLARD SPAHR LLP4 years Service code 29 · EIN 23-0382195 | Legal | $24,437 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON Service code 28 BNY MELLON CENTER · BOSTON, MA 021084408 | Investment Management | $9,058 |
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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 | $0 | $319,634-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 14.27% | 12.86%+1.4pp | 175.18%-160.9pp | 12.86%+1.4pp |
| Employer contribution / active EE | $7,576 | $13,687-44.6% | $38,590-80.4% | $13,687-44.6% |
| Participant deferral / active EE | $0 | $833-100.0% | $8-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $3,298-100.0% | - |