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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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% | $48-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |