Filed April 19, 1996
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 |
|---|---|---|
NEPC, LLC8+ years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $199,141 |
NORTHERN TRUST COMPANY6 years Service code 13 · EIN 36-2723087 | Contract Administrator | $69,299 |
AON CONSULTING5 years Filed as: AON CORPORATION Service code 11 · EIN 36-3051915 | Actuarial | $64,996 |
LOOMIS SAYLES8+ years Service code 27 ONE FINANCIAL CENTER - 27TH FLOOR · BOSTON, MA 02111 | Advisory (Plan) | $31,989 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -17.88% | 1.88%-19.8pp | -5.12%-12.8pp | 2.78%-20.7pp |
| Employer contribution / active EE | $0 | $8,732-100.0% | $31,020-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |