Filed September 11, 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 |
|---|---|---|
AON CONSULTING2+ years Service code 11 · EIN 22-2232264 | Actuarial | $249,187 |
SAGE ADVISORY SERVICES2+ years Service code 28 · EIN 74-2798841 | Investment Management | $78,536 |
GRANT THORNTON LLP2+ years Filed as: GRANT THORNNTON LLP Service code 10 · EIN 36-6055558 | Accounting | $34,900 |
DIMEO SCHNEIDER & ASSOCIATES LLC2+ years Filed as: DIMEO SCHNEIDER AND ASSOCIATES, LLC Service code 16 · EIN 36-4001764 | Consulting | $16,935 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $13,773 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO & COMPANY Service code 21 420 MONTGOMERY ST. · SAN FRANCISCO, CA 94163 | Bank Trustee | $10,069 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,636-100.0% | $322,681-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 1.8%-1.8pp |
| Annual return | 4.48% | 3.81%+0.7pp | 4.07%+0.4pp | 7.18%-2.7pp |
| Employer contribution / active EE | $1,239 | $14,300-91.3% | $36,235-96.6% | $13,095-90.5% |
| Participant deferral / active EE | $0 | $38-100.0% | $215-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $7,128-100.0% | $362-100.0% |