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.
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| Provider | Service type | Compensation |
|---|---|---|
BARTLIT BECK LLP3 years Service code 29 · EIN 36-3909157 | Legal | $72,508 |
AON CONSULTING8+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $48,740 |
Filed as: BLUE CROSS BLUE SHIELD ASSOCATION Service code 14 · EIN 13-5656874 | Plan Administrator | $41,798 |
BLACKROCK3 years Service code 28 · EIN 94-3112180 | Investment Management | $24,576 |
MERCER1 year Filed as: MERCER INVESTMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $23,812 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $20,941 |
Filed as: NOMURA CORPORATION Service code 28 · EIN 13-3607885 | Investment Management | $17,493 |
GRANT THORNTON LLP7 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $9,780 |
CAPITAL MARKET RISK ADVISORS2 years Service code 29 · EIN 47-4660619 | Legal | $9,035 |
L & S VENTURES LLC3 years Filed as: L&S VENTURES LLC Service code 17 · EIN 75-3238476 | Pension Consulting | $8,602 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $242,135-100.0% | $319,010-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 22.4%-22.4pp | 47.0%-47.0pp | 9.9%-9.9pp |
| Annual return | 48.13% | -11.20%+59.3pp | 10.22%+37.9pp | -5.25%+53.4pp |
| Employer contribution / active EE | $21,850 | $17,775+22.9% | $51,212-57.3% | $15,161+44.1% |
| Participant deferral / active EE | $0 | $0 | $129-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $21,137-100.0% | $10,810-100.0% | $3,859-100.0% |