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 CONSULTING5 years Filed as: AON Service code 11 · EIN 36-2235791 | Actuarial | $2,791,807 |
GOLDMAN SACHS3 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $1,789,285 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT I Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,489,846 |
NORTHERN TRUST COMPANY7 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $463,495 |
JPMORGAN INVEST HOLDINGS LLC8+ years Filed as: JPMORGAN CHASE BANK Service code 24 · EIN 13-4994650 | Discretionary Trustee | $418,059 |
VAN BERKOM & ASSOCIATES3 years Filed as: VAN BERKOM AND ASSOCIATES INC Service code 18 · EIN 98-0462020 | Custodial (securities); Investment ma... | $194,741 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $163,424 |
SEYFARTH SHAW LLP5 years Filed as: SEYFARTH SHAW Service code 29 233 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Legal | $41,805 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Custodial (other than securities); In... | $38,795 |
OLSEN THIELEN & CO., LTD4 years Filed as: OLSEN THIELEN & CO., LTD. Service code 10 · EIN 41-1360831 | Accounting | $34,550 |
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 | $1,469,698-100.0% | $53,690-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 0.0%0pp |
| Annual return | -18.15% | 7.68%-25.8pp | -4.80%-13.3pp | 7.68%-25.8pp |
| Employer contribution / active EE | $3,154 | $9,142-65.5% | $30,897-89.8% | $9,142-65.5% |
| Participant deferral / active EE | $0 | $462-100.0% | $64-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $40,849-100.0% | $19,323-100.0% |