Filed January 24, 2019 (most recent of 3 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING9 years Service code 11 · EIN 22-2232264 | Actuarial | $191,219 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $78,840 |
CROWE LLP8 years Service code 10 · EIN 35-0921680 | Accounting | $73,254 |
MONTICELLO ASSOCIATES9 years Filed as: MONTICELLO Service code 27 1800 LARIMER STREET · DENVER, CO 80202 | Advisory (Plan) | $68,750 |
Filed as: SCOUT INVESTMENT MANAGEMENT Service code 28 1201 WALNUT STREET 21ST FLOOR · KANSAS CITY, MO 64106 | Investment Management | $31,196 |
REAMS ASSET MANAGEMENT4 years Filed as: REAMS ASSET MANAGEMENT COMPANY LLC Service code 28 · EIN 35-1503965 | Investment Management | $9,225 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 1 reportable transaction
Free accounts unlock saves, downloads, and 3-year history.
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 | $0 | $255,499-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 13.10% | 10.08%+3.0pp | 6.84%+6.3pp | 10.08%+3.0pp |
| Employer contribution / active EE | $0 | $15,414-100.0% | $29,902-100.0% | $15,414-100.0% |
| Participant deferral / active EE | $0 | $2,174-100.0% | $13-100.0% | $2,174-100.0% |
| Admin fee / account holder | $0 | $0 | $5,241-100.0% | - |