Filed June 1, 2006 (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 |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES Service code 15 250 EAST FIFTH STREET · CINCINNATI, OH 45202 | Recordkeeping | $51,450 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 191 N WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $31,525 |
MERCER1+ years Service code 16 1225 17TH STREET · DENVER, CO 802025854 | Consulting | $14,131 |
POLSINELLI1+ years Filed as: POLSINELLI SCHUGHART PC Service code 29 161 N CLARK ST · CHICAGO, IL 606013316 | Legal | $8,205 |
ERNST & YOUNG LLP1+ years Service code 10 · EIN 34-6565596 | Accounting | $7,376 |
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 | CONSOLIDATED HEALTH SERVICES, INC. | EMPLOYER/PLAN SPONSOR INELIGIBLE EXPENSES PAID BY THIS PLAN FOR ANOTHER PLAN | — | $18K |
| Part 3 Non-exempt transaction | CONSOLIDATED HEALTH SERVICES, INC. | EMPLOYER/PLAN SPONSOR INELIGIBLE EXPENSES PAID BY THIS PLAN FOR ANOTHER PLAN | — | $16K |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,591-100.0% | $219,333-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.8%-0.8pp |
| Annual return | -3.56% | -0.96%-2.6pp | -2.01%-1.6pp | -0.60%-3.0pp |
| Employer contribution / active EE | $470 | $6,828-93.1% | $34,453-98.6% | $12,272-96.2% |
| Participant deferral / active EE | $0 | $232-100.0% | $34-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $5,362-100.0% | $717-100.0% |