Filed December 7, 1992
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 CONSULTING2+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $104,822 |
MARQUETTE ASSOCIATES2+ years Service code 28 · EIN 36-3485298 | Investment Management | $35,000 |
A.O. SMITH CORPORATION1 year Service code 49 · EIN 39-0619790 | Other Services | $32,840 |
SLC MANAGEMENT1 year Filed as: SUN LIFE CAPITAL MANAGEMENT U.S. Service code 28 · EIN 68-0635051 | Investment Management | $25,059 |
NVNG INVESTMENT ADVISORS1 year Service code 28 · EIN 85-1087620 | Investment Management | $22,278 |
FOLEY & LARDNER LLP1 year Filed as: FOLEY & LARDNER Service code 29 · EIN 39-0473800 | Legal | $6,775 |
ADP BROKER-DEALER1 year Filed as: AUTOMATIC DATA PROCESSING Service code 14 · EIN 22-1467904 | Plan Administrator | $5,987 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $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 | 3.33% | 8.00%-4.7pp | 7.69%-4.4pp | 37.77%-34.4pp |
| Employer contribution / active EE | $0 | $15,902-100.0% | $28,501-100.0% | $15,798-100.0% |
| 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% |