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.
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3 years Service code 11 · EIN 22-2232264 | Actuarial | $323,157 |
GARDNER RUSSO4+ years Filed as: GARDNER RUSSO AND GARDNER Service code 28 · EIN 23-2673088 | Investment Management | $131,086 |
WELLINGTON TRUST COMPANY4+ years Service code 28 · EIN 04-2755549 | Investment Management | $82,581 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $77,249 |
MONTICELLO ASSOCIATES3 years Filed as: MONTICELLO Service code 27 1800 LARIMER STREET · DENVER, CO 80202 | Advisory (Plan) | $67,500 |
CITIBANK1 year Filed as: CITIBANK, N.A. Service code 28 388 GREENWICH STREET · NEW YORK, NY 10013 | Investment Management | $46,190 |
REAMS ASSET MANAGEMENT4+ years Service code 28 · EIN 35-1503965 | Investment Management | $44,496 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $38,400 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 1.63% | 15.61%-14.0pp | 20.73%-19.1pp | 53.27%-51.6pp |
| Employer contribution / active EE | $11,146 | $10,773+3.5% | $36,503-69.5% | $14,774-24.6% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |