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 CONSULTING1 year Filed as: AON & ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $510,322 |
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $473,581 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 | Recordkeeping | $62,193 |
LOGOS PENSION GROUP INC.1 year Filed as: LOGOS PENSION GROUP Service code 15 · EIN 83-1892385 | Recordkeeping | $34,290 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $16,900 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $220,551-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.7%-0.7pp |
| Annual return | 11.93% | 8.91%+3.0pp | 7.32%+4.6pp | 13.24%-1.3pp |
| Employer contribution / active EE | $33,121 | $13,306+148.9% | $23,426+41.4% | $14,616+126.6% |
| Participant deferral / active EE | $0 | $563-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $9,522-100.0% | $4,137-100.0% |