Filed November 20, 1990
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 |
|---|---|---|
MERCER9+ years Filed as: MERCER INVESTMENT CONSULTING, INC Service code 27 · EIN 61-0736136 | Advisory (Plan) | $906,966 |
AON CONSULTING3 years Filed as: AON CONSULTING, INC. Service code 15 · EIN 22-2232264 | Recordkeeping | $309,743 |
WILLIS TOWERS WATSON US LLC8 years Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $180,764 |
NORTHERN TRUST COMPANY7 years Service code 21 · EIN 36-1561860 | Bank Trustee | $110,709 |
SEYFARTH SHAW LLP1 year Service code 29 · EIN 36-2152202 | Legal | $20,103 |
Service code 11 · EIN 13-4008324 | Actuarial | $15,000 |
Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $191,373-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 2.3%-2.3pp |
| Annual return | 12.59% | 9.42%+3.2pp | 8.46%+4.1pp | 37.77%-25.2pp |
| Employer contribution / active EE | $3,914 | $16,284-76.0% | $25,175-84.5% | $15,798-75.2% |
| Participant deferral / active EE | $0 | $512-100.0% | $181-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $730-100.0% | $9,287-100.0% |