Filed October 17, 2011 (most recent of 2 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 |
|---|---|---|
Filed as: LEGAL AND GENARAL INVESTMENT Service code 28 · EIN 20-8058531 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $264,340 |
Filed as: FIDELITY WORKPLACE CONSULTING Service code 13 100 NEW MILLENNIUM WAY · DURHAM, NC 27709 | Contract Administrator | $245,720 |
CLEARSTEAD ADVISORS, LLC3 years Service code 17 · EIN 34-1597728 | Pension Consulting | $102,186 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $69,576 |
Filed as: FIFTH THIRD CUSTODY Service code 21 · EIN 31-1051736 | Bank Trustee | $42,985 |
MEADEN & MOORE, LTD.2 years Service code 10 · EIN 34-1818258 | Accounting | $26,000 |
THOMPSON HINE2 years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $18,956 |
VICTORY4 years Filed as: VICTORY CAPITAL MANAGEMENT INC. Service code 28 · EIN 13-2700161 | Investment Management | $14,082 |
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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 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 1.68% | 7.96%-6.3pp | 5.04%-3.4pp | 8.76%-7.1pp |
| Employer contribution / active EE | $0 | $15,125-100.0% | $26,454-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |