Filed October 18, 2004
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 |
|---|---|---|
AON CONSULTING5 years Filed as: AON CONSULTING INC. Service code 11 · EIN 36-2235791 | Actuarial | $516,343 |
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $82,814 |
GRANT THORNTON LLP8 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $37,100 |
LOGOS PENSION GROUP INC.5 years Service code 15 · EIN 83-1892385 | Recordkeeping | $17,615 |
Filed as: PRINCIPAL TRUST COMPANY Service code 15 · EIN 51-0099493 | Recordkeeping | $8,671 |
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 | $116,289-100.0% | $106,128-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 17.5%-17.5pp | 12.2%-12.2pp | 43.7%-43.7pp |
| Annual return | 1.89% | 3.31%-1.4pp | 5.04%-3.2pp | 13.05%-11.2pp |
| Employer contribution / active EE | $0 | $33,999-100.0% | $26,454-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $78-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $31,365-100.0% |