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 CONSULTING3 years Filed as: AON Service code 11 · EIN 36-2235791 | Actuarial | $3,203,939 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: JPMORGAN CHASE BANK Service code 24 · EIN 13-4994650 | Discretionary Trustee | $2,527,055 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $1,394,523 |
SEI INVESTMENTS6+ years Service code 27 · EIN 23-1707341 | Advisory (Plan) | $424,412 |
NORTHERN TRUST COMPANY5 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $405,892 |
VAN BERKOM & ASSOCIATES1 year Filed as: VAN BERKOM AND ASSOCIATES INC Service code 18 · EIN 98-0462020 | Custodial (other than securities); In... | $194,713 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $170,646 |
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Other fees; Custodial (other than sec... | $92,311 |
SEYFARTH SHAW LLP3 years Filed as: SEYFARTH SHAW Service code 29 233 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Legal | $77,242 |
OLSEN THIELEN & CO., LTD2 years Filed as: OLSEN THIELEN & CO., LTD. Service code 10 · EIN 41-1360831 | Accounting | $39,550 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
| Category | Counterparty | Relationship / Terms | Address | Amount |
|---|---|---|---|---|
| Part 3 Non-exempt transaction | ECOLAB INC. | EMPLOYER/PLAN SPONSOR LOAN - DUPLICATE PLAN EXPENSE PAYMENT, REFUNDED 12/31/20, FULLY CORRECTED 3/19/21; FORM 5330 FILED | — | — |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $91,826-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.0%0pp |
| Annual return | 12.66% | 13.80%-1.1pp | 793.01%-780.4pp | 13.80%-1.1pp |
| Employer contribution / active EE | $0 | $10,386-100.0% | $27,004-100.0% | $10,386-100.0% |
| Participant deferral / active EE | $0 | $448-100.0% | $154-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $4,239-100.0% | - |