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 CONSULTING7+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $62,610 |
BARTLIT BECK LLP2 years Service code 29 · EIN 36-3909157 | Legal | $56,682 |
Service code 14 · EIN 13-5656874 | Plan Administrator | $37,453 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $11,924 |
BLACKROCK1 year Service code 28 · EIN 94-3112180 | Investment Management | $11,674 |
L & S VENTURES LLC2 years Service code 17 · EIN 75-3238476 | Pension Consulting | $8,824 |
Service code 28 · EIN 13-3607885 | Investment Management | $7,155 |
Service code 29 · EIN 47-4660619 | Legal | $6,580 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 95-2632339 | Investment Management | $6,028 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $215,870-100.0% | $454,052-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 18.4%-18.4pp | 3.6%-3.6pp |
| Annual return | 9.51% | 11.11%-1.6pp | 8.95%+0.6pp | 11.84%-2.3pp |
| Employer contribution / active EE | $13,761 | $19,861-30.7% | $46,559-70.4% | $17,339-20.6% |
| Participant deferral / active EE | $0 | $1,543-100.0% | $131-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $354-100.0% | $19,831-100.0% | $409-100.0% |