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.
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON Service code 11 · EIN 36-2235791 | Actuarial | $2,230,259 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JPMORGAN CHASE BANK Service code 24 · EIN 13-4994650 | Discretionary Trustee | $1,888,071 |
SEI INVESTMENTS4+ years Service code 27 · EIN 23-1707341 | Advisory (Plan) | $1,817,905 |
NORTHERN TRUST COMPANY3 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $223,592 |
CIGNA INVESTMENTS INC4+ years Filed as: CIGNA HEALTH AND LIFE INSURANCE CO Service code 12 · EIN 59-1031071 | Claims processing; Contract Administr... | $178,277 |
SEYFARTH SHAW LLP1 year Filed as: SEYFARTH SHAW Service code 29 233 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Legal | $47,191 |
Filed as: OLSEN THIELEN & CO. LTD. Service code 10 · EIN 41-1360831 | Accounting | $25,086 |
AETNA LIFE INSURANCE COMPANY4+ years Service code 12 · EIN 06-6033492 | Claims processing; Direct payment fro... | $8,500 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 | Advisory (Plan) | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: J.P. MORGAN PRIVATE INVESTMENTS INC Service code 27 | Advisory (Plan) | $0 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $7,764,297-100.0% | $476,019-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -3.18% | -1.95%-1.2pp | 4.36%-7.5pp | -1.95%-1.2pp |
| Employer contribution / active EE | $6,557 | $9,243-29.1% | $27,383-76.1% | $9,243-29.1% |
| Participant deferral / active EE | $0 | $425-100.0% | $75-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $14,020-100.0% | $62,356-100.0% |