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 CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 23-2293237 | Actuarial | $1,955,940 |
Service code 28 101 SOUTH HANLEY ROAD, SUITE 1700 · ST. LOUIS, MO 631053487 | Investment Management | $342,069 |
INCOME RESEARCH & MANAGEMENT5+ years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $341,885 |
MONDRIAN INVESTMENT GROUP5+ years Filed as: MONDRIAN INVESTMENT GROUP INC. Service code 28 · EIN 56-2475915 | Investment Management | $338,140 |
NORTHERN TRUST COMPANY2 years Service code 18 · EIN 36-1561860 | Trustee (bank, trust company, or simi... | $306,543 |
STATE STREET GLOBAL ADVISORS5+ years Service code 18 · EIN 04-1867445 | Direct payment from the plan; Investm... | $95,659 |
MERCER2 years Service code 16 · EIN 61-0736136 | Consulting | $89,906 |
KPMG LLP5+ years Service code 10 · EIN 13-5565207 | Accounting | $50,643 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 28 BNY MELLON CENTER · BOSTON, MA 021084408 | Investment Management | $22,174 |
BALLARD SPAHR LLP5+ years Service code 29 · EIN 23-0382195 | Legal | $16,220 |
Employer contribution per participant 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 | $341,093,897-100.0% | $286,273-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.6%-30.6pp | 0.0%0pp |
| Annual return | 20.14% | 15.89%+4.2pp | 10.78%+9.4pp | 21.83%-1.7pp |
| Employer contribution / active EE | $3,409 | $10,104-66.3% | $41,857-91.9% | $12,237-72.1% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $83,605-100.0% | $1,551,325-100.0% |