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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2+ years Service code 21 · EIN 23-1707341 | Bank Trustee | $2,707,551 |
AON CONSULTING2+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $2,334,048 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE BANK Service code 24 · EIN 13-4994650 | Discretionary Trustee | $1,375,372 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 20 · EIN 36-1561860 | Trustee (individual); Direct payment ... | $198,700 |
CIGNA INVESTMENTS INC2+ years Filed as: CIGNA HEALTH AND LIFE INSURANCE CO Service code 12 · EIN 59-1031071 | Direct payment from the plan; Contrac... | $183,867 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 16 · EIN 23-1159360 | Consulting | $92,580 |
OPPENHEIMER2+ years Filed as: OPPENHEIMER WOLFF AND DONNELLEY LLP Service code 29 · EIN 41-0677208 | Legal | $22,810 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METROPOLITAN LIFE INSURANCE CO Service code 12 · EIN 13-5581829 | Claims processing; Direct payment fro... | $14,370 |
AETNA LIFE INSURANCE COMPANY2+ years Service code 12 · EIN 06-6033492 | Direct payment from the plan; Claims ... | $8,814 |
CIGNA INVESTMENTS INC2+ years Filed as: CIGNA Service code 12 | Participant communication; Contract A... | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $169,917-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 10.3%-10.3pp | 4.2%-4.2pp |
| Annual return | 8.35% | 10.64%-2.3pp | 7.98%+0.4pp | 10.64%-2.3pp |
| Employer contribution / active EE | $4,450 | $11,561-61.5% | $23,724-81.2% | $11,561-61.5% |
| Participant deferral / active EE | $0 | $347-100.0% | $53-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $636-100.0% | $312-100.0% |