Filed March 25, 2012 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Service code 11 · EIN 22-2232264 | Actuarial | $515,160 |
AON CONSULTING1 year Filed as: AON INVESTMENT USA Service code 28 · EIN 36-3109431 | Investment Management | $283,163 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON Service code 15 240 GREENWICH STREET · NEW YORK, NY 10286 | Recordkeeping | $52,592 |
GRANT THORNTON LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $50,840 |
Filed as: FAEGRE DRINKER BIDDLE Service code 29 1717 MAIN ST 5400 · DALLAS, TX 75201 | Legal | $24,992 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 8.19% | 12.77%-4.6pp | 90.61%-82.4pp | 12.86%-4.7pp |
| Employer contribution / active EE | $7,658 | $8,963-14.6% | $32,730-76.6% | $13,687-44.1% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |