Filed April 8, 2014
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: FIDELITY INST'L ASSET MANAGEMENT Service code 15 · EIN 20-4659714 | Recordkeeping | $534,956 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $60,775 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $44,545 |
AON CONSULTING4 years Service code 11 · EIN 22-2232264 | Actuarial | $17,458 |
ERNST & YOUNG LLP5 years Service code 10 · EIN 34-6565596 | Accounting | $13,242 |
MCDERMOTT WILL & EMERY LLP6+ years Filed as: MCDERMOTT WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $7,208 |
Filed as: AKERMAN SENTERFITT Service code 29 71 SOUTH WACKER DRIVE · CHICAGO, IA 60606 | Legal | $5,291 |
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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 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 12.09% | 12.77%-0.7pp | 90.61%-78.5pp | 12.86%-0.8pp |
| Employer contribution / active EE | $0 | $8,963-100.0% | $32,730-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |