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 CONSULTING4 years Service code 11 · EIN 22-2232264 | Actuarial | $458,707 |
GARDNER RUSSO5+ years Filed as: GARDNER RUSSO AND GARDNER Service code 28 · EIN 23-2673088 | Investment Management | $171,435 |
WELLINGTON TRUST COMPANY5+ years Service code 28 · EIN 04-2755549 | Investment Management | $103,271 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $75,641 |
MONTICELLO ASSOCIATES4 years Filed as: MONTICELLO Service code 27 1800 LARIMER STREET · DENVER, CO 80202 | Advisory (Plan) | $75,000 |
REAMS ASSET MANAGEMENT5+ years Service code 28 · EIN 35-1503965 | Investment Management | $50,930 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $40,250 |
CITIBANK2 years Filed as: CITIBANK, N.A. Service code 28 388 GREENWICH STREET · NEW YORK, NY 10013 | Investment Management | $34,886 |
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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 | $1,168,160-100.0% | $220,428-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.6%-0.6pp |
| Annual return | 6.97% | 10.64%-3.7pp | 90.61%-83.6pp | 11.45%-4.5pp |
| Employer contribution / active EE | $14,011 | $11,339+23.6% | $32,730-57.2% | $17,219-18.6% |
| Participant deferral / active EE | $0 | $81-100.0% | $40-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $21,565-100.0% | $12,805-100.0% | $15,480-100.0% |