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 CONSULTING5 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $1,793,692 |
Service code 28 101 SOUTH HANLEY ROAD, SUITE 1700 · ST. LOUIS, MO 631053487 | Investment Management | $108,054 |
WELLINGTON TRUST COMPANY7+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 04-2683227 | Investment Management | $107,456 |
MONDRIAN INVESTMENT GROUP5 years Filed as: MONDRIAN INVESTMENT GROUP INC. Service code 28 · EIN 56-2475915 | Investment Management | $78,500 |
MERCER7+ years Service code 16 · EIN 61-0736136 | Consulting | $70,000 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST Service code 21 80 SOUTH EIGHT STREET · MINNEAPOLIS, MN 55402 | Bank Trustee | $50,444 |
BALLARD SPAHR LLP6 years Service code 29 · EIN 23-0382195 | Legal | $33,094 |
STATE STREET GLOBAL ADVISORS7+ years Service code 18 · EIN 04-1867445 | Direct payment from the plan; Investm... | $31,428 |
THE BANK OF NEW YORK MELLON5 years Filed as: BNY MELLON Service code 28 BNY MELLON CENTER · BOSTON, MA 021084408 | Investment Management | $7,549 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT SOLUTION LLC Service code 16 · EIN 82-1061233 | Consulting | $6,390 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $565,817-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 29.9%-29.9pp | 1.5%-1.5pp |
| Annual return | -24.06% | 23.41%-47.5pp | -8.80%-15.3pp | 23.41%-47.5pp |
| Employer contribution / active EE | $0 | $12,650-100.0% | $43,463-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $12-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $866-100.0% | $14,884-100.0% |