Filed March 29, 1
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 |
|---|---|---|
Service code 11 · EIN 42-0127290 | Actuarial | $504,272 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $443,114 |
MINNESOTA LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $378,653 |
Service code 27 · EIN 36-4793989 | Advisory (Plan) | $166,531 |
Service code 27 · EIN 98-1044657 | Advisory (Plan) | $84,090 |
HGGC FUND III, LP1 year Service code 27 · EIN 98-1319219 | Advisory (Plan) | $65,636 |
Service code 27 · EIN 98-1310598 | Advisory (Plan) | $53,872 |
Filed as: BISON CAP PARTNERS IV LP Service code 27 · EIN 32-0364034 | Advisory (Plan) | $31,811 |
APOGEM HERITAGE VI, LP1 year Service code 27 · EIN 61-2080985 | Advisory (Plan) | $20,377 |
GRIDIRON CAPITAL IV LP1 year Service code 27 · EIN 83-2618844 | Advisory (Plan) | $18,202 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 1.96% | 5.34%-3.4pp | 9.17%-7.2pp | 9.30%-7.3pp |
| Employer contribution / active EE | $0 | $9,329-100.0% | $40,523-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |