Filed August 18, 1
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 |
|---|---|---|
AON CONSULTING1 year Filed as: AON INVESTMENT CONSULTING, INC. Service code 28 · EIN 27-2436452 | Investment Management | $387,986 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $179,851 |
CHICAGO EQUITY PARTNERS1 year Filed as: CHICAGO EQUITY PARTNERS, LLC Service code 28 · EIN 36-4252013 | Investment Management | $23,248 |
NED HODKINSON1 year Filed as: NED DAVIS RESEARCH, INC. Service code 50 · EIN 59-2026201 | Direct Payment | $6,159 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 11697.42% | 79.68%+11617.7pp | 16.78%+11680.6pp | 23.90%+11673.5pp |
| Employer contribution / active EE | $88,235 | $21,735+306.0% | $26,328+235.1% | $16,539+433.5% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |