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 CONSULTING6+ years Filed as: AON CONSULTING INC Service code 11 · EIN 23-1264699 | Actuarial | $1,407,680 |
NORTHERN TRUST COMPANY4 years Filed as: NORTHERN TRUST Service code 21 80 SOUTH EIGHTH STREET · MINNEAPOLIS, MN 55402 | Bank Trustee | $256,072 |
CURCIO WEBB5 years Service code 16 · EIN 36-4171366 | Consulting | $70,789 |
DELOITTE & TOUCHE LLP1 year Service code 10 · EIN 13-3891517 | Accounting | $36,571 |
MERCER6+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $24,444 |
BALLARD SPAHR LLP6+ years Filed as: BALLARD SPAHR Service code 29 · EIN 23-0382195 | Legal | $10,855 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $115,062 | $94,554+21.7% | $133,982-14.1% | $106,273+8.3% |
| Participation rate | 72.8% | 76.2%-3.4pp | 79.8%-7.0pp | 70.8%+2.0pp |
| Annual return | 11.43% | 16.55%-5.1pp | 45.10%-33.7pp | 21.70%-10.3pp |
| Employer contribution / active EE | $1,900 | $2,503-24.1% | $3,919-51.5% | $2,722-30.2% |
| Participant deferral / active EE | $4,746 | $4,130+14.9% | $5,047-6.0% | $4,601+3.1% |
| Admin fee / account holder | $108 | $69+56.8% | $8,930-98.8% | $78+37.9% |