Filed October 18, 2004
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 |
|---|---|---|
Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); Tr... | $152,009 |
AON CONSULTING1 year Filed as: AON-HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $6,986 |
SIKICH LLP2 years Service code 10 · EIN 36-3168081 | Accounting | $6,850 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 101 SOUTH HANLEY · ST. LOIUS, MO 63105 | Actuarial | $6,206 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK Service code 21 · EIN 39-6436442 | Bank Trustee | $5,625 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 8.26% | 15.82%-7.6pp | 16.78%-8.5pp | 17.84%-9.6pp |
| Employer contribution / active EE | $14,632 | $19,885-26.4% | $26,328-44.4% | $14,688-0.4% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |