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.
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $1,492,387 |
THE BANK OF NEW YORK MELLON3 years Service code 21 · EIN 13-5160382 | Bank Trustee | $490,416 |
Service code 29 333 SE 2ND AVENUE · MIAMI, FL 331312184 | Legal | $134,414 |
KPMG LLP4+ years Service code 10 · EIN 13-5565207 | Accounting | $54,000 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 28 515 S FIGUEROA STREET · LOS ANGELES, CA 90071 | Investment Management | $42,500 |
WHITNIE GLADDEN1 year Service code 49 2119 PRARIE ROAD · CONCORD, NC 28027 | Other Services | $9,121 |
Filed as: THOMSON REUTERS/WEST PUBLISING Service code 49 610 OPPERMAN DRIVE · EAGAN, MN 55123 | Other Services | $7,054 |
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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.
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 | $341,093,897-100.0% | $157,433-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 0.0%0pp |
| Annual return | 3.42% | 21.83%-18.4pp | 10.27%-6.8pp | 21.83%-18.4pp |
| Employer contribution / active EE | $0 | $12,237-100.0% | $19,104-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $987-100.0% | $15-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $12,160-100.0% | $1,551,325-100.0% |