Filed October 19, 2004 (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 |
|---|---|---|
AON CONSULTING4 years Filed as: AON & ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $1,656,395 |
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $336,713 |
LOGOS PENSION GROUP INC.1 year Filed as: LOGOS PENSIONS GROUP INC. Service code 15 · EIN 83-1892385 | Recordkeeping | $30,897 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 51-0099493 | Bank Trustee | $28,563 |
USI CONSULTING GROUP1 year Service code 11 · EIN 06-1053228 | Actuarial | $10,905 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $116,289-100.0% | $106,128-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 17.5%-17.5pp | 12.2%-12.2pp | 43.7%-43.7pp |
| Annual return | 11.09% | 3.31%+7.8pp | 5.04%+6.0pp | 13.05%-2.0pp |
| Employer contribution / active EE | $0 | $33,999-100.0% | $26,454-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $78-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $31,365-100.0% |