Filed March 3, 2011
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 CONSULTING2+ years Service code 15 · EIN 22-2232264 | Recordkeeping | $857,066 |
AON CONSULTING1 year Filed as: AON HEWITT INVEST. CONSULTING, INC. Service code 17 · EIN 36-3109431 | Pension Consulting | $453,707 |
ELK CREEK PARTNERS, LLC1 year Filed as: ELK CREEK PARTNERS LLC Service code 28 · EIN 27-5463196 | Investment Management | $206,128 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $118,069 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $56,869 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $38,572 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $25,000 |
CHERRY BEKAERT LLP1 year Filed as: CHERRY BEKAERT AND HOLLAND, LLP Service code 16 · EIN 56-0574444 | Consulting | $17,900 |
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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 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 | $381,942,733-100.0% | $264,156-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 0.0%0pp |
| Annual return | 8.20% | 9.19%-1.0pp | 4.74%+3.5pp | 9.19%-1.0pp |
| Employer contribution / active EE | $0 | $12,608-100.0% | $46,220-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $248-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $12,050-100.0% | $2,655,710-100.0% |