Filed October 2, 2017
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 |
|---|---|---|
ALLIANCE BENEFIT GROUP5+ years Service code 11 · EIN 37-0899315 456 FULTON STREET · PEORIA, IL 61602 | Actuarial | $105,529 |
MARQUETTE ASSOCIATES4 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 13 180 NORTH LASALLE DRIVE · CHICAGO, IL 60601 | Contract Administrator | $75,000 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 46-2546180 | Investment Management | $50,180 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF OKLAHOMA Service code 28 · EIN 73-6210970 | Investment Management | $25,318 |
Service code 28 · EIN 45-2531297 | Investment Management | $20,427 |
Filed as: THL C/O ESTERA TRUST (CAYMAN) LTD Service code 28 | Investment Management | $17,139 |
Service code 10 · EIN 27-2509623 | Accounting | $7,850 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $409,661-100.0% | $247,190-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 1.7%-1.7pp |
| Annual return | 2.55% | 9.30%-6.7pp | 7.87%-5.3pp | 627.08%-624.5pp |
| Employer contribution / active EE | $87,352 | $21,052+314.9% | $31,784+174.8% | $18,824+364.1% |
| Participant deferral / active EE | $464 | $1,264-63.3% | $241+92.7% | $418+11.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $240,514-100.0% | $1,923-100.0% |