Filed November 4, 1994 (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 |
|---|---|---|
CALLAN ASSOCIATES5 years Filed as: CALLAN LLC Service code 16 · EIN 94-2192581 | Consulting | $121,000 |
Filed as: METLIFE INVESTMENT MGMT HOLDINGS, L Service code 28 · EIN 82-2405817 | Investment Management | $65,000 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT Service code 15 · EIN 82-1061233 | Recordkeeping | $49,000 |
AON CONSULTING4 years Service code 11 · EIN 22-2232264 | Actuarial | $43,000 |
NORTHERN TRUST COMPANY4 years Service code 21 · EIN 36-1561860 | Bank Trustee | $30,000 |
CENTERPOINT ENERGY1 year Service code 35 · EIN 74-0694415 | Direct payment from the plan; Employe... | $29,000 |
Filed as: MCCONNELL & JONES, LLP Service code 10 · EIN 76-0488832 | Accounting | $24,000 |
WELLINGTON TRUST COMPANY3 years Service code 28 · EIN 04-2755549 | Investment Management | $11,000 |
DIMENSIONAL FUND ADVISORS3 years Filed as: DIMENSIONAL FUND ADVISORS, LP Service code 28 · EIN 22-2370029 | Investment Management | $5,000 |
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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 | $33,520-100.0% | - | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 0.0%0pp | 2.1%-2.1pp |
| Annual return | 5.02% | 7.65%-2.6pp | 4.95%+0.1pp | 7.65%-2.6pp |
| Employer contribution / active EE | $0 | $20,582-100.0% | $20,917-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $188-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | - | $193-100.0% |