Filed September 16, 2006
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 CONSULTING6+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $44,785 |
Service code 14 · EIN 13-5656874 | Plan Administrator | $41,108 |
BARTLIT BECK LLP1 year Service code 29 · EIN 36-3909157 | Legal | $19,750 |
Service code 28 · EIN 13-3607885 | Investment Management | $10,495 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $8,479 |
L & S VENTURES LLC1 year Service code 28 · EIN 75-3238476 | Investment Management | $7,301 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $373,805-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.7%-1.7pp |
| Annual return | -48.67% | 10.61%-59.3pp | 9.52%-58.2pp | 627.08%-675.8pp |
| Employer contribution / active EE | $57,778 | $21,392+170.1% | $41,951+37.7% | $18,824+206.9% |
| Participant deferral / active EE | $0 | $61-100.0% | $18-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,512-100.0% | $1,923-100.0% |