Filed May 1, 2015 (most recent of 3 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 CONSULTING4+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $141,251 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $75,493 |
Service code 14 · EIN 13-5656874 | Plan Administrator | $55,318 |
THE ARGO GROUP, INC.1 year Filed as: ARGO GROUP Service code 17 · EIN 34-1747234 | Pension Consulting | $48,883 |
PIMCO FUNDS4+ years Filed as: PACIFIC INVESTMENT MANAGMENT CO Service code 28 · EIN 95-2632339 | Investment Management | $11,987 |
LEGAL & GENERAL INVESTMENT4+ years Service code 28 · EIN 20-8058531 | Investment Management | $11,235 |
L & S VENTURES LLC2 years Filed as: L&S VENTURES, LLC Service code 17 · EIN 75-3238476 | Pension Consulting | $5,058 |
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 | $233,278-100.0% | $379,314-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 37.6%-37.6pp | 17.4%-17.4pp | 46.4%-46.4pp |
| Annual return | 5.47% | -2.89%+8.4pp | -2.18%+7.7pp | -82.67%+88.1pp |
| Employer contribution / active EE | $0 | $50,326-100.0% | $38,751-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $170-100.0% | $151-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $4,632-100.0% | $4,180-100.0% | $11,204-100.0% |