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 CONSULTING7 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $2,157,908 |
Service code 28 101 SOUTH HANLEY ROAD, SUITE 1700 · ST. LOUIS, MO 631053487 | Investment Management | $218,853 |
INCOME RESEARCH & MANAGEMENT10+ years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $187,936 |
MERCER7 years Service code 16 · EIN 61-0736136 | Consulting | $94,263 |
MONDRIAN INVESTMENT GROUP10+ years Filed as: MONDRIAN INVESTMENT GROUP INC. Service code 28 · EIN 56-2475915 | Investment Management | $84,555 |
US BANK1 year Service code 21 · EIN 31-0841368 | Bank Trustee | $67,542 |
STATE STREET GLOBAL ADVISORS10+ years Service code 28 · EIN 04-1867445 | Investment Management | $60,789 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $33,000 |
NORTHERN TRUST COMPANY7 years Service code 18 · EIN 36-1561860 | Direct payment from the plan; Custodi... | $26,472 |
BALLARD SPAHR LLP10+ years Service code 29 · EIN 23-0382195 | Legal | $18,610 |
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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 | $0 | $458,700-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 0.0%0pp |
| Annual return | -0.35% | 9.30%-9.6pp | 8.61%-9.0pp | 9.30%-9.6pp |
| Employer contribution / active EE | $0 | $12,551-100.0% | $33,036-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $8-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $33,172-100.0% | - |