Filed April 21, 2014 (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.
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING9+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $1,099,968 |
Filed as: NISA INVESTMENT ADVISORS L.L.C. Service code 28 · EIN 48-1140940 | Investment Management | $524,220 |
NORTHERN TRUST COMPANY4 years Service code 25 · EIN 36-1561860 | Directed Trustee | $114,918 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $101,802-100.0% | $101,802-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 7.1%-7.1pp | 55.8%-55.8pp |
| Annual return | 1.24% | 7.69%-6.4pp | 9.51%-8.3pp | 24.44%-23.2pp |
| Employer contribution / active EE | $0 | $34,561-100.0% | $23,377-100.0% | $41,356-100.0% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $769-100.0% | $769-100.0% | $22,013-100.0% |