Filed November 26, 2001
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 |
|---|---|---|
VAN BIEMA VALUE PARTNERS LLC7+ years Service code 27 · EIN 20-1272199 | Advisory (Plan) | $818,886 |
AON CONSULTING3 years Filed as: AON SERVICE CORPORATION Service code 64 · EIN 35-3051915 | Recordkeeping Fees | $472,828 |
CARDINAL CAPITAL MANAGEMENT, LLC7+ years Service code 28 · EIN 06-1422705 | Investment Management | $314,934 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $301,532 |
AMERICAN FUNDS7+ years Filed as: SPEECE THORSON CAPITAL GROUP Service code 28 · EIN 41-1701874 | Investment Management | $121,987 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $107,545 |
ROYCE7+ years Filed as: ROYCE & ASSOCIATES Service code 28 · EIN 52-2343049 | Investment Management | $87,272 |
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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 | $1,472,696-100.0% | $220,551-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.7%-0.7pp |
| Annual return | 12.02% | 8.91%+3.1pp | 7.32%+4.7pp | 13.24%-1.2pp |
| Employer contribution / active EE | $0 | $13,306-100.0% | $23,426-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $563-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $9,522-100.0% | $4,137-100.0% |