Filed April 27, 2007 (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.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 36-3109431 | Pension Consulting | $256,959 |
XEROX CORPORATION3+ years Filed as: XEROX HR SOLUTIONS Service code 15 · EIN 04-3609848 | Recordkeeping | $209,878 |
HEWITT ASSOCIATES LLC3+ years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 47-0851756 | Actuarial | $70,188 |
GRANT THORNTON LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $49,048 |
NORTHERN TRUST COMPANY3+ years Service code 15 · EIN 36-1561860 | Recordkeeping | $32,773 |
COMPENSATION & BENEFIT SOLUTIONS3+ years Service code 49 · EIN 26-0586523 | Other Services | $24,998 |
ANTON COLLINS MITCHELL LLP2 years Service code 16 · EIN 01-0724563 | Consulting | $7,231 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 14.92% | 79.68%-64.8pp | 16.78%-1.9pp | 23.90%-9.0pp |
| Employer contribution / active EE | $118,165 | $21,735+443.7% | $26,328+348.8% | $16,539+614.4% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |