Filed May 13, 1996
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 11 · EIN 22-2232264 | Actuarial | $1,140,006 |
Service code 21 · EIN 13-5160382 | Bank Trustee | $613,729 |
KPMG LLP2+ years Service code 10 · EIN 13-5565207 | Accounting | $49,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $42,250-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.8%-18.8pp | 0.0%0pp |
| Annual return | 3.49% | 17.84%-14.4pp | 7.25%-3.8pp | 17.84%-14.4pp |
| Employer contribution / active EE | $34,653 | $14,688+135.9% | $33,137+4.6% | $14,688+135.9% |
| Participant deferral / active EE | $0 | $770-100.0% | $13-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $159-100.0% | - |