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 CONSULTING3+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $121,392 |
A.O. SMITH CORPORATION2 years Service code 14 · EIN 39-0619790 | Plan Administrator | $82,121 |
NAVIANTGROUP, LLC1 year Service code 13 · EIN 20-5976835 | Contract Administrator | $43,281 |
SLC MANAGEMENT2 years Filed as: SUN LIFE CAPITAL MANAGEMENT U.S. Service code 28 · EIN 68-0635051 | Investment Management | $36,398 |
MARQUETTE ASSOCIATES3+ years Service code 28 · EIN 36-3485298 | Investment Management | $35,000 |
Service code 10 · EIN 39-0747409 | Accounting | $27,500 |
NVNG INVESTMENT ADVISORS2 years Service code 28 · EIN 85-1087620 | Investment Management | $10,000 |
ADP BROKER-DEALER2 years Filed as: AUTOMATIC DATA PROCESSING Service code 49 · EIN 22-1467904 | Other Services | $9,266 |
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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 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -6.97% | 7.96%-14.9pp | 5.04%-12.0pp | 8.76%-15.7pp |
| Employer contribution / active EE | $0 | $15,125-100.0% | $26,454-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |