Filed October 24, 2000
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 |
|---|---|---|
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $812,071 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA, INC Service code 28 · EIN 36-3109431 | Investment Management | $355,711 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $265,994 |
Service code 28 · EIN 20-0292745 | Investment Management | $209,122 |
NORTHERN TRUST COMPANY2 years Service code 21 · EIN 36-1561860 | Bank Trustee | $73,113 |
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% | $53,690-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 0.0%0pp |
| Annual return | -16.35% | -11.26%-5.1pp | -4.80%-11.6pp | 2.78%-19.1pp |
| Employer contribution / active EE | $0 | $17,131-100.0% | $30,897-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $17-100.0% | $64-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $40,849-100.0% | $1,015-100.0% |