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 |
|---|---|---|
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 | Direct payment from the plan; Trustee... | $198,700 |
CIGNA INVESTMENTS INC2+ years Filed as: CIGNA HEALTH AND LIFE INSURANCE CO Service code 12 · EIN 59-1031071 | Non-monetary compensation; Direct pay... | $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 | Float revenue; Other services; Partic... | $0 |
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% |