Filed September 4, 1992 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $77,173 |
BUCKINGHAM STRATEGIC PARTNERS2+ years Filed as: BUCKINGHAM ADVISORS Service code 28 8182 MARYLAND AVE., SUITE 500 · ST. LOUIS, MO 63105 | Investment Management | $72,118 |
AMERICAN REALTY ADVISORS2+ years Filed as: NORTH AMERICAN MANAGEMENT Service code 28 TEN POST OFFICE SQUARE · BOSTON, MA 02109 | Investment Management | $28,896 |
US BANK2+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 39-1939072 | Securities Custodian | $24,099 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 4.39% | 17.94%-13.6pp | 5.44%-1.0pp | 7.18%-2.8pp |
| Employer contribution / active EE | $3,115 | $12,263-74.6% | $25,481-87.8% | $13,095-76.2% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |