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 |
|---|---|---|
Filed as: WILLIS TOWER WATSON Service code 11 · EIN 53-0181291 | Actuarial | $625,524 |
AON CONSULTING5 years Filed as: AON SERVICE CORPORATION Service code 64 · EIN 36-3051915 | Recordkeeping Fees | $533,340 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $281,567 |
Filed as: PARAMETRIC Service code 28 · EIN 20-0292745 | Investment Management | $198,011 |
CARDINAL CAPITAL MANAGEMENT, LLC9+ years Service code 28 · EIN 06-1422705 | Investment Management | $81,117 |
Filed as: MCCONNELL &JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $53,115 |
ROYCE9+ years Filed as: ROYCE & ASSOCIATES Service code 28 · EIN 52-2343049 | Investment Management | $38,700 |
AMERICAN FUNDS9+ years Filed as: SPEECE THORSON CAPITAL GROUP Service code 28 · EIN 41-1701874 | Investment Management | $21,053 |
BLACKROCK1 year Service code 21 · EIN 30-0587659 | Bank Trustee | $14,622 |
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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 | $3,299,877-100.0% | $182,032-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.3%-2.3pp |
| Annual return | 6.10% | 8.00%-1.9pp | 7.69%-1.6pp | 37.77%-31.7pp |
| Employer contribution / active EE | $31,765 | $15,902+99.8% | $28,501+11.4% | $15,798+101.1% |
| Participant deferral / active EE | $0 | $476-100.0% | $49-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $51,246-100.0% | $9,287-100.0% |