Filed September 20, 2001 (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.
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING6 years Filed as: AON PLC Service code 15 200 E. RANDOLPH STREET · CHICAGO, IL 60601 | Recordkeeping | $707,138 |
NISA INVESTMENT ADVISORS, LLC7+ years Service code 28 150 NORTH MERAMEC AVENUE, SUITE 640 · ST. LOUIS, MO 631053753 | Investment Management | $499,801 |
NORTHERN TRUST COMPANY4 years Service code 28 · EIN 36-1561860 | Investment Management | $456,581 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO BANK N.A. Service code 18 · EIN 94-1347393 | Trustee (bank, trust company, or simi... | $155,571 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $145,393 |
Filed as: SILCHESTER INTL INVESTORS LLP Service code 28 · EIN 36-7045783 | Investment Management | $93,214 |
INSERO & CO. CPAS, LLP2 years Filed as: INSERO & CO CPAS LLP Service code 10 · EIN 47-5324570 | Accounting | $12,900 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $1,472,696-100.0% | $220,551-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.7%-0.7pp |
| Annual return | 2.21% | 8.91%-6.7pp | 7.32%-5.1pp | 13.24%-11.0pp |
| Employer contribution / active EE | $0 | $13,306-100.0% | $23,426-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $563-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $9,522-100.0% | $4,137-100.0% |