Filed October 11, 2014 (most recent of 6 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Filed as: AON INVT MGR Service code 16 · EIN 36-3051915 | Consulting | $405,051 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVEST INSTIT OPER CO Service code 15 · EIN 04-2647786 | Recordkeeping | $200,839 |
NORTHERN TRUST COMPANY6 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $188,023 |
AON CONSULTING10+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $92,213 |
EARNEST PARTNERS, LLC2 years Filed as: EARNEST PARTNERS Service code 28 · EIN 58-2386669 | Investment Management | $42,845 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $36,678 |
Filed as: METLIFE Service code 28 · EIN 82-2405817 | Investment Management | $22,157 |
FRANKLIN TEMPLETON1 year Service code 28 · EIN 94-3411725 | Investment Management | $10,316 |
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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 4.25% | 3.60%+0.7pp | 4.95%-0.7pp | 8.76%-4.5pp |
| Employer contribution / active EE | $0 | $20,793-100.0% | $20,917-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $598-100.0% | $188-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |