Filed May 17, 1995 (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 |
|---|---|---|
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $437,905 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA, INC. Service code 17 · EIN 36-3109431 | Pension Consulting | $390,899 |
PIMCO FUNDS7+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $288,639 |
Filed as: CBIZ MHM, LLC Service code 10 · EIN 34-1884125 | Accounting | $213,735 |
AON CONSULTING5 years Service code 11 · EIN 22-2232264 | Actuarial | $121,587 |
LEGAL & GENERAL INVESTMENT4 years Service code 28 · EIN 20-8058531 | Investment Management | $64,676 |
WINDHAM BRANNON3 years Filed as: WINDHAM BRANNON, LLC Service code 10 · EIN 58-1763439 3630 PEACHTREE ROAD NE, SUITE 600 · ATLANTA, GA 30326 | Accounting | $14,840 |
BLACKROCK2 years Service code 21 · EIN 94-3112180 | Bank Trustee | $12,500 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET RESEARCH & MGT COMPANY Service code 18 · EIN 13-3142135 | Custodial (other than securities); Cu... | $8,598 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $2,098,847-100.0% | $454,052-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 18.4%-18.4pp | 0.7%-0.7pp |
| Annual return | 3.32% | 11.84%-8.5pp | 8.95%-5.6pp | 13.24%-9.9pp |
| Employer contribution / active EE | $0 | $12,426-100.0% | $46,559-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $131-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $3,320-100.0% | $19,831-100.0% | $4,137-100.0% |