Filed September 16, 1994 (most recent of 2 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 CONSULTING7 years Filed as: AON Service code 11 · EIN 36-2235791 | Actuarial | $3,766,901 |
GOLDMAN SACHS5 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $1,099,339 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: JPMORGAN CHASE BANK Service code 24 · EIN 13-4994650 | Discretionary Trustee | $856,098 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT I Service code 27 · EIN 13-3200244 | Advisory (Plan) | $819,309 |
NORTHERN TRUST COMPANY9 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $552,480 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 18 · EIN 33-0629048 | Custodial (securities); Investment ma... | $251,670 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 18 · EIN 48-1140940 | Investment management; Custodial (oth... | $206,635 |
Service code 18 · EIN 98-1693930 | Investment management fees paid direc... | $188,100 |
VAN BERKOM & ASSOCIATES5 years Filed as: VAN BERKOM AND ASSOCIATES INC Service code 18 · EIN 98-0462020 | Investment management fees paid direc... | $140,020 |
OLSEN THIELEN & CO., LTD6 years Filed as: OLSEN THIELEN & CO., LTD. Service code 10 · EIN 41-1360831 | Accounting | $107,400 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 2.99% | 8.85%-5.9pp | 6.70%-3.7pp | 8.85%-5.9pp |
| Employer contribution / active EE | $1,434 | $8,529-83.2% | $25,217-94.3% | $8,529-83.2% |
| Participant deferral / active EE | $0 | $399-100.0% | $47-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |