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 CONSULTING3 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 23-2293237 | Actuarial | $1,887,032 |
INCOME RESEARCH & MANAGEMENT6+ years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $367,685 |
Service code 28 101 SOUTH HANLEY ROAD, SUITE 1700 · ST. LOUIS, MO 631053487 | Investment Management | $354,318 |
MONDRIAN INVESTMENT GROUP6+ years Filed as: MONDRIAN INVESTMENT GROUP INC. Service code 28 · EIN 56-2475915 | Investment Management | $280,636 |
NORTHERN TRUST COMPANY3 years Service code 18 · EIN 36-1561860 | Trustee (bank, trust company, or simi... | $243,142 |
STATE STREET GLOBAL ADVISORS6+ years Service code 18 · EIN 04-1867445 | Investment management; Custodial (oth... | $100,872 |
MERCER3 years Service code 16 · EIN 61-0736136 | Consulting | $92,369 |
KPMG LLP6+ years Service code 10 · EIN 13-5565207 | Accounting | $36,767 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON Service code 28 BNY MELLON CENTER · BOSTON, MA 021084408 | Investment Management | $22,321 |
BALLARD SPAHR LLP6+ years Service code 29 · EIN 23-0382195 | Legal | $9,226 |
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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 | $0 | $319,634-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 15.03% | 12.86%+2.2pp | 174.94%-159.9pp | 12.86%+2.2pp |
| Employer contribution / active EE | $7,257 | $13,687-47.0% | $38,590-81.2% | $13,687-47.0% |
| Participant deferral / active EE | $0 | $833-100.0% | $8-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $3,298-100.0% | - |