Filed December 15, 2006 (most recent of 5 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.
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI CONSULTING Service code 17 · EIN 06-1053228 | Pension Consulting | $393,959 |
Filed as: NISA INVESTMENT ADVISORS Service code 27 · EIN 48-1140940 | Advisory (Plan) | $355,185 |
BOLTON PARTNERS, INC.6+ years Service code 11 · EIN 52-1231144 | Actuarial | $333,858 |
AON CONSULTING6+ years Filed as: AON HEWITT Service code 15 · EIN 36-2235791 | Recordkeeping | $235,700 |
PNC BANK, N.A.6+ years Service code 21 · EIN 25-1211909 | Bank Trustee | $104,058 |
SMITH & DOWNEY1 year Service code 29 · EIN 52-1839270 | Legal | $74,313 |
VENABLE LLP1 year Filed as: VENABLE Service code 29 · EIN 52-0517250 | Legal | $32,990 |
CLIFTONLARSONALLEN LLP6+ years Service code 10 · EIN 41-0746749 | Accounting | $12,085 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 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 | $239,436-100.0% | $227,282-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 42.0%-42.0pp | 35.4%-35.4pp | 37.6%-37.6pp |
| Annual return | 1.31% | 10.53%-9.2pp | 10.75%-9.4pp | 9.30%-8.0pp |
| Employer contribution / active EE | $0 | $37,410-100.0% | $35,170-100.0% | $43,750-100.0% |
| Participant deferral / active EE | $0 | $82-100.0% | $82-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $4,800-100.0% | $4,611-100.0% | $12,596-100.0% |