Filed June 9, 1998
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 |
|---|---|---|
BARTLIT BECK LLP1 year Service code 29 · EIN 36-3909157 | Legal | $49,059 |
Filed as: BLUE CROSS BLUE SHIELD ASSOCATION Service code 14 · EIN 13-5656874 | Plan Administrator | $40,103 |
AON CONSULTING6+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $38,529 |
Filed as: NOMURA CORPORATION Service code 28 · EIN 13-3607885 | Investment Management | $20,194 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $17,214 |
Filed as: CORNERSTONE REASEARCH Service code 29 · EIN 94-3092543 | Legal | $11,783 |
L & S VENTURES LLC1 year Filed as: L&S VENTURES LLC Service code 17 · EIN 75-3238476 | Pension Consulting | $7,301 |
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 95-2632339 | Investment Management | $7,213 |
BLACKROCK1 year Service code 28 · EIN 94-3112180 | Investment Management | $6,535 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $305,030-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 1.7%-1.7pp |
| Annual return | -55.19% | 6915.14%-6970.3pp | 380.71%-435.9pp | 627.08%-682.3pp |
| Employer contribution / active EE | $136,792 | $39,618+245.3% | $45,089+203.4% | $18,824+626.7% |
| Participant deferral / active EE | $0 | $161-100.0% | $272-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $12,800-100.0% | $1,923-100.0% |