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.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $1,776,951 |
WELLINGTON TRUST COMPANY6+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 04-2683227 | Investment Management | $148,009 |
Service code 28 101 SOUTH HANLEY ROAD, SUITE 1700 · ST. LOUIS, MO 631053487 | Investment Management | $144,818 |
MONDRIAN INVESTMENT GROUP4 years Filed as: MONDRIAN INVESTMENT GROUP INC. Service code 28 · EIN 56-2475915 | Investment Management | $126,627 |
MERCER6+ years Service code 16 · EIN 61-0736136 | Consulting | $95,007 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST Service code 21 80 SOUTH EIGHT STREET · MINNEAPOLIS, MN 55402 | Bank Trustee | $77,399 |
STATE STREET GLOBAL ADVISORS6+ years Service code 18 · EIN 04-1867445 | Custodial (other than securities); Di... | $42,921 |
BALLARD SPAHR LLP5 years Service code 29 · EIN 23-0382195 | Legal | $23,881 |
THE BANK OF NEW YORK MELLON4 years Filed as: BNY MELLON Service code 28 BNY MELLON CENTER · BOSTON, MA 021084408 | Investment Management | $9,644 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTION LLC Service code 16 · EIN 82-1061233 | Consulting | $7,620 |
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.
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 | $444,552-100.0% | $369,410-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 29.4%-29.4pp | 3.7%-3.7pp |
| Annual return | 2.36% | 15.63%-13.3pp | 8.29%-5.9pp | 15.63%-13.3pp |
| Employer contribution / active EE | $1,188 | $11,476-89.6% | $40,774-97.1% | $11,476-89.6% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $26-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,495-100.0% | $429-100.0% |