Filed November 5, 2013 (most recent of 10 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 CONSULTING3 years Filed as: AON CONSULTING, INC. Service code 17 · EIN 23-2293237 | Pension Consulting | $1,500,526 |
THE CARLYLE GROUP2 years Filed as: WOMBLE,CARLYLE,SANDRIDGE & RICE Service code 29 · EIN 56-0308470 | Legal | $50,326 |
STATE STREET GLOBAL ADVISORS2 years Service code 21 ONE LINCOLN ST. · BOSTON, MA 02111 | Bank Trustee | $32,218 |
GREEN HASSON JANKS1 year Filed as: GREEN HILL CONSULTING Service code 16 1836 GREEN HILL ROAD · VIRGINIA BEACH, VA 23454 | Consulting | $14,167 |
CLIFTONLARSONALLEN LLP4+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $12,008 |
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 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 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -3.85% | 9.64%-13.5pp | -102.04%+98.2pp | 33.37%-37.2pp |
| Employer contribution / active EE | $0 | $8,034-100.0% | $36,232-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $572-100.0% | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |