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 CONSULTING5 years Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $444,050 |
AON CONSULTING7 years Service code 11 · EIN 22-2232264 | Actuarial | $423,600 |
WILLIS TOWERS WATSON US LLC6 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $213,619 |
NORTHERN TRUST COMPANY7 years Service code 21 · EIN 36-1561860 | Bank Trustee | $157,074 |
Filed as: PARAMETRIC Service code 28 · EIN 20-0292745 | Investment Management | $146,005 |
JPMORGAN INVEST HOLDINGS LLC7 years Filed as: J.P. MORGAN CHASE Service code 27 · EIN 74-6290627 | Advisory (Plan) | $143,665 |
WHITLEY PENN LLP3 years Filed as: WHITLEY PENN, LLP Service code 10 · EIN 75-2393478 | Accounting | $42,695 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET RESEARCH & MGMT CO Service code 28 · EIN 13-3142135 | Investment Management | $15,145 |
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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 | $0 | $104,795-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 0.0%0pp |
| Annual return | 5.54% | 8.88%-3.3pp | 12.12%-6.6pp | 8.88%-3.3pp |
| Employer contribution / active EE | $0 | $15,934-100.0% | $33,582-100.0% | $15,934-100.0% |
| Participant deferral / active EE | $0 | $753-100.0% | $0-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $130-100.0% | - |