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 COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $371,100 |
AON CONSULTING4 years Filed as: AON INVESTMENTS USA, INC. Service code 17 · EIN 36-3109431 | Pension Consulting | $264,097 |
PIMCO FUNDS8+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $257,378 |
AON CONSULTING6 years Service code 11 · EIN 22-2232264 | Actuarial | $189,944 |
Filed as: CBIZ MHM, LLC Service code 10 · EIN 34-1884125 | Accounting | $178,227 |
LEGAL & GENERAL INVESTMENT5 years Service code 28 · EIN 20-8058531 | Investment Management | $101,515 |
WINDHAM BRANNON4 years Filed as: WINDHAM BRANNON, LLC Service code 10 · EIN 58-1763439 3630 PEACHTREE ROAD NE, SUITE 600 · ATLANTA, GA 30326 | Accounting | $25,200 |
BLACKROCK3 years Service code 21 · EIN 94-3112180 | Bank Trustee | $25,000 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET RESEARCH & MGT COMPANY Service code 18 · EIN 13-3142135 | Custodial (securities); Investment ma... | $5,624 |
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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 | $164,233-100.0% | $788,447-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -19.15% | 38.53%-57.7pp | -3.21%-15.9pp | 2.78%-21.9pp |
| Employer contribution / active EE | $0 | $14,659-100.0% | $46,051-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $326-100.0% | $31-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $46,258-100.0% | $1,015-100.0% |