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 Service code 28 · EIN 27-2436452 | Investment Management | $413,008 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $203,273 |
SIMMONS FIRST TRUST COMPANY2+ years Filed as: SIMMONS FIRST TRUST COMPANY, N.A. Service code 21 · EIN 71-0832709 | Bank Trustee | $11,741 |
MILLER COOPER & CO LTD1 year Filed as: MILLER COOPER & CO. LTD. Service code 10 · EIN 36-2897372 | Accounting | $7,230 |
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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 | $21,578,776-100.0% | $157,466-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | 20426.76% | 201.32%+20225.4pp | 12.68%+20414.1pp | 33.37%+20393.4pp |
| Employer contribution / active EE | $60,410 | $10,877+455.4% | $22,860+164.3% | $11,253+436.8% |
| Participant deferral / active EE | $0 | $658-100.0% | $123-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,825-100.0% | $99,113-100.0% |