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 |
|---|---|---|
Filed as: BLUE CROSS BLUE SHIELD ASSOCATION Service code 14 · EIN 13-5656874 | Plan Administrator | $58,161 |
MERCER2 years Filed as: MERCER INVESTMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $47,513 |
AON CONSULTING9+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $36,298 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $17,773 |
L & S VENTURES LLC4 years Filed as: L&S VENTURES LLC Service code 17 · EIN 75-3238476 | Pension Consulting | $11,891 |
GRANT THORNTON LLP8 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $9,684 |
Filed as: NOMURA CORPORATION Service code 28 · EIN 13-3607885 | Investment Management | $5,065 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $81,873-100.0% | $306,246-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 43.6%-43.6pp | 62.9%-62.9pp | 12.4%-12.4pp |
| Annual return | 7.50% | 10.02%-2.5pp | 35.16%-27.7pp | 9.89%-2.4pp |
| Employer contribution / active EE | $9,873 | $18,708-47.2% | $46,401-78.7% | $14,313-31.0% |
| Participant deferral / active EE | $0 | $78-100.0% | $72-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $470-100.0% | $4,448-100.0% | $9,084-100.0% |