Filed September 15, 1992 (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 |
|---|---|---|
BARTLIT BECK LLP2 years Filed as: BARLIT BECK LLP Service code 29 · EIN 36-3909157 | Legal | $374,301 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MGMT Service code 28 · EIN 95-2632339 | Investment Management | $354,820 |
AON CONSULTING2 years Service code 11 · EIN 22-2232264 | Actuarial | $235,227 |
Service code 14 · EIN 13-5656874 | Plan Administrator | $182,342 |
BLACKROCK2 years Service code 28 · EIN 94-3112180 | Investment Management | $178,411 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $153,279 |
THE ARGO GROUP, INC.2 years Filed as: ARGO GROUP Service code 17 · EIN 34-1747234 | Pension Consulting | $73,903 |
Filed as: CAPITAL MARKET RISK ADVISORS, INC. Service code 29 · EIN 47-4660619 | Legal | $54,431 |
LEGAL & GENERAL INVESTMENT7+ years Service code 28 · EIN 20-8058531 | Investment Management | $32,654 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT Service code 27 · EIN 30-0282430 | Advisory (Plan) | $25,638 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $204,024-100.0% | $454,052-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 18.4%-18.4pp | 3.7%-3.7pp |
| Annual return | -1.23% | 12.07%-13.3pp | 8.95%-10.2pp | 15.63%-16.9pp |
| Employer contribution / active EE | $0 | $9,481-100.0% | $46,559-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $19,831-100.0% | $429-100.0% |