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 CONSULTING3+ years Service code 11 · EIN 22-2232264 | Actuarial | $215,077 |
SAGE ADVISORY SERVICES3+ years Service code 28 · EIN 74-2798841 | Investment Management | $67,975 |
DIMEO SCHNEIDER & ASSOCIATES LLC3+ years Filed as: DIMEO SCHNEIDER AND ASSOCIATES, LLC Service code 16 · EIN 36-4001764 | Consulting | $15,325 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO & COMPANY Service code 21 420 MONTGOMERY ST. · SAN FRANCISCO, CA 94163 | Bank Trustee | $10,827 |
BAKER & MCKENZIE LLP1 year Service code 28 BLUE CROSS BLUE SHIELD TOWER · CHICAGO, IL 60601 | Investment Management | $6,569 |
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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 | $1,723,788-100.0% | $350,496-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 1.9%-1.9pp |
| Annual return | 8.85% | 11.05%-2.2pp | 12.88%-4.0pp | 23.90%-15.0pp |
| Employer contribution / active EE | $1,894 | $15,936-88.1% | $40,010-95.3% | $16,539-88.5% |
| Participant deferral / active EE | $0 | $41-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,226-100.0% | $18,975-100.0% |