Filed December 13, 2000
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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $293,693 |
NORTHERN TRUST COMPANY6 years Filed as: THE NORTHERN TRUST CORPORATION Service code 26 · EIN 36-2723087 | Advisory (Participants) | $62,270 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 29 · EIN 26-0058143 | Legal | $20,000 |
PLANTE & MORAN, PLLC7+ years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 27 · EIN 38-1357951 | Advisory (Plan) | $18,000 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $54,060-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 0.7%-0.7pp |
| Annual return | 10.19% | 11.91%-1.7pp | 36.37%-26.2pp | 13.24%-3.1pp |
| Employer contribution / active EE | $5,306 | $16,637-68.1% | $37,223-85.7% | $14,616-63.7% |
| Participant deferral / active EE | $0 | $12-100.0% | $524-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $568-100.0% | $4,137-100.0% |