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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 11 · EIN 23-2293237 | Actuarial | $1,380,157 |
Service code 28 101 SOUTH HANLEY ROAD, SUITE 1700 · ST. LOUIS, MO 631053487 | Investment Management | $291,263 |
INCOME RESEARCH & MANAGEMENT4+ years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $290,930 |
MONDRIAN INVESTMENT GROUP4+ years Filed as: MONDRIAN INVESTMENT GROUP INC. Service code 28 · EIN 56-2475915 | Investment Management | $248,974 |
NORTHERN TRUST COMPANY1 year Service code 18 · EIN 36-1561860 | Custodial (other than securities); Tr... | $108,956 |
MERCER1 year Service code 16 · EIN 61-0736136 | Consulting | $87,016 |
STATE STREET GLOBAL ADVISORS4+ years Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $84,811 |
KPMG LLP4+ years Service code 10 · EIN 13-5565207 | Accounting | $38,300 |
Filed as: TIMESSQUARE CAPITAL MANAGEMENT, LLC Service code 28 7 TIMES SQUARE, 42ND FLOOR · NEW YORK, NY 100366524 | Investment Management | $37,062 |
Filed as: BNY MELLON Service code 28 BNY MELLON CENTER · BOSTON, MA 021084408 | Investment Management | $25,473 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | -6.70% | -2.85%-3.9pp | -3.29%-3.4pp | 33.37%-40.1pp |
| Employer contribution / active EE | $5,045 | $7,024-28.2% | $36,762-86.3% | $11,253-55.2% |
| 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% |