Filed September 21, 1992
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 |
|---|---|---|
CALLAN ASSOCIATES5 years Filed as: CALLAN LLC Service code 16 · EIN 94-2192581 | Consulting | $98,000 |
AON CONSULTING6 years Service code 11 · EIN 22-2232264 | Actuarial | $46,000 |
CENTERPOINT ENERGY2 years Service code 35 · EIN 74-0694415 | Employee (plan sponsor); Direct payme... | $40,000 |
Filed as: METLIFE INVESTMENT MANAGEMENT Service code 28 · EIN 82-2405817 | Investment Management | $37,000 |
Filed as: MCCONNELL & JONES, LLP Service code 10 · EIN 76-0488832 | Accounting | $28,000 |
NORTHERN TRUST COMPANY4 years Service code 21 · EIN 36-1561860 | Bank Trustee | $23,000 |
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $22,000 |
WELLINGTON TRUST COMPANY2 years Service code 28 · EIN 04-2755549 | Investment Management | $9,000 |
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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 | $24,265-100.0% | - | $24,265-100.0% |
| Participation rate | 0.0% | 11.2%-11.2pp | 0.0%0pp | 11.2%-11.2pp |
| Annual return | 9.00% | 9.01%0pp | -5.09%+14.1pp | 9.01%0pp |
| Employer contribution / active EE | $0 | $12,866-100.0% | $67,471-100.0% | $12,866-100.0% |
| Participant deferral / active EE | $0 | $260-100.0% | $165-100.0% | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | - | $4,785-100.0% |