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 CONSULTING1 year Filed as: AON CONSULTING INC Service code 15 29695 NETWORK PLACE · CHICAGO, IL 606731296 | Recordkeeping | $2,563,901 |
NORTHERN TRUST COMPANY9+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $2,274,152 |
UBS FINANCIAL SERVICES INC9+ years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3718331 | Investment Management | $858,035 |
CAUSEWAY CAPITAL MANAGEMENT LLC9+ years Service code 28 · EIN 95-4861680 | Investment Management | $720,004 |
WILLIAM BLAIR3 years Service code 28 180 NORTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $522,068 |
WELLINGTON TRUST COMPANY7 years Service code 28 · EIN 04-2755549 | Investment Management | $388,448 |
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $362,876 |
GROOM LAW GROUP9+ years Service code 29 · EIN 52-1219029 | Legal | $284,735 |
RVK, INC.9+ years Filed as: RV KUHNS & ASSOCIATES Service code 16 · EIN 93-0910652 | Consulting | $190,366 |
JANUS HENDERSON8 years Filed as: HENDERSON GLOBAL INVESTORS Service code 28 · EIN 06-1217855 | Investment Management | $184,197 |
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 | $13,363-100.0% | $182,032-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.2%-2.2pp |
| Annual return | 12.32% | 10.30%+2.0pp | 7.69%+4.6pp | 9.11%+3.2pp |
| Employer contribution / active EE | $0 | $9,006-100.0% | $28,501-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $902-100.0% | $49-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $51,246-100.0% | $125-100.0% |