Filed January 13, 2015
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 |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $294,948 |
AON CONSULTING1 year Filed as: AON INVESTMENT USA, INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $140,150 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 21 · EIN 39-1914946 | Bank Trustee | $82,250 |
Filed as: ABERDEEN EMERGING MARKETS EQUITY FU Service code 28 · EIN 51-0368279 | Investment Management | $44,917 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY INVESTMENT MGMT. Service code 28 · EIN 13-3040307 | Investment Management | $39,282 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES Service code 28 · EIN 20-0292745 | Investment Management | $29,481 |
Filed as: LGIMA LONG DURATION US CREDIT FUND Service code 28 · EIN 20-8058531 | Investment Management | $22,522 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 39-1101934 | Investment Management | $15,497 |
COLEMAN & WILLIAMS, LTD.10+ years Service code 10 · EIN 39-1658905 7127 N. GREEN BAY AVE. · MILWAUKEE, WI 53209 | Accounting | $13,785 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | 4.51% | 3.60%+0.9pp | 4.95%-0.4pp | 8.76%-4.2pp |
| Employer contribution / active EE | $20,040 | $20,793-3.6% | $20,917-4.2% | $16,664+20.3% |
| Participant deferral / active EE | $0 | $598-100.0% | $188-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |