Filed June 5, 2013 (most recent of 3 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 |
|---|---|---|
AON CONSULTING5+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $123,163 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $57,785 |
THE ARGO GROUP, INC.1 year Filed as: ARGO Service code 17 · EIN 34-1747234 | Pension Consulting | $34,435 |
Service code 14 · EIN 13-5656874 | Plan Administrator | $31,467 |
EDSA GROUP1 year Service code 17 · EIN 72-1250412 | Pension Consulting | $26,793 |
PIMCO FUNDS5+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 95-2632339 | Investment Management | $18,614 |
LEGAL & GENERAL INVESTMENT3 years Service code 28 · EIN 20-8058531 | Investment Management | $16,027 |
GRANT THORNTON LLP5+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $7,318 |
L & S VENTURES LLC1 year Filed as: L&S VENTURES Service code 17 · EIN 75-3238476 | Pension Consulting | $6,270 |
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 | $354,213-100.0% | $568,132-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 44.0%-44.0pp | 21.0%-21.0pp | 47.3%-47.3pp |
| Annual return | 33.75% | 12.49%+21.3pp | 14.64%+19.1pp | 12.16%+21.6pp |
| Employer contribution / active EE | $0 | $52,238-100.0% | $41,831-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $219-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,274-100.0% | $36,942-100.0% | $17,640-100.0% |