Filed August 23, 2018
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 INVESTMENTS USA INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $793,631 |
AON CONSULTING6 years Service code 11 · EIN 22-2232264 | Actuarial | $406,788 |
JPMORGAN INVEST HOLDINGS LLC6 years Filed as: J.P. MORGAN CHASE Service code 27 · EIN 74-6290627 | Advisory (Plan) | $326,330 |
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $196,937 |
NORTHERN TRUST COMPANY6 years Service code 21 · EIN 36-1561860 | Bank Trustee | $125,426 |
Filed as: PARAMETRIC Service code 28 · EIN 20-0292745 | Investment Management | $103,189 |
WHITLEY PENN LLP2 years Filed as: WHITLEY PENN, LLP Service code 10 · EIN 75-2393478 | Accounting | $43,810 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET RESEARCH & MGMT CO Service code 28 · EIN 13-3142135 | Investment Management | $15,683 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $458,700-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 0.0%0pp |
| Annual return | 2.50% | 9.30%-6.8pp | 8.61%-6.1pp | 9.30%-6.8pp |
| Employer contribution / active EE | $0 | $12,551-100.0% | $33,046-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $8-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $33,172-100.0% | - |