Filed February 21, 2019
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.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Filed as: AON CONSULTING INC Service code 15 29695 NETWORK PLACE · CHICAGO, IL 606731296 | Recordkeeping | $3,405,003 |
NORTHERN TRUST COMPANY10+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $1,921,807 |
CAUSEWAY CAPITAL MANAGEMENT LLC10+ years Service code 28 · EIN 95-4861680 | Investment Management | $783,436 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3718331 | Investment Management | $560,384 |
WILLIAM BLAIR4 years Service code 28 180 NORTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $557,868 |
GROOM LAW GROUP10+ years Service code 29 · EIN 52-1219029 | Legal | $339,437 |
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $334,352 |
WELLINGTON TRUST COMPANY8 years Service code 28 · EIN 04-2755549 | Investment Management | $317,375 |
JANUS HENDERSON9 years Filed as: HENDERSON GLOBAL INVESTORS Service code 28 · EIN 06-1217855 | Investment Management | $214,212 |
RVK, INC.10+ years Filed as: RV KUHNS & ASSOCIATES Service code 16 · EIN 93-0910652 | Consulting | $197,067 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 10.66% | 10.00%+0.7pp | 5.04%+5.6pp | 9.30%+1.4pp |
| Employer contribution / active EE | $0 | $10,331-100.0% | $26,454-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $802-100.0% | $78-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |