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 CONSULTING4 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $1,890,931 |
INCOME RESEARCH & MANAGEMENT7+ years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $360,588 |
Service code 28 101 SOUTH HANLEY ROAD, SUITE 1700 · ST. LOUIS, MO 631053487 | Investment Management | $347,928 |
MONDRIAN INVESTMENT GROUP7+ years Filed as: MONDRIAN INVESTMENT GROUP INC. Service code 28 · EIN 56-2475915 | Investment Management | $304,158 |
NORTHERN TRUST COMPANY4 years Service code 18 · EIN 36-1561860 | Trustee (bank, trust company, or simi... | $231,038 |
STATE STREET GLOBAL ADVISORS7+ years Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $97,403 |
MERCER4 years Service code 16 · EIN 61-0736136 | Consulting | $95,007 |
Filed as: MELLON CAPITAL MANAGEMENT CORP. Service code 28 · EIN 25-1442864 | Investment Management | $23,183 |
BALLARD SPAHR LLP7+ years Service code 29 · EIN 23-0382195 | Legal | $11,025 |
ALIGHT SOLUTIONS LLC1 year Service code 16 · EIN 82-1061233 | Consulting | $6,660 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $369,410-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 29.4%-29.4pp | 3.7%-3.7pp |
| Annual return | 1.61% | 15.63%-14.0pp | 8.29%-6.7pp | 15.63%-14.0pp |
| Employer contribution / active EE | $695 | $11,476-93.9% | $40,774-98.3% | $11,476-93.9% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $26-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,495-100.0% | $429-100.0% |