Filed November 16, 2000
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 |
|---|---|---|
MILLIMAN, INC.5 years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $105,215 |
ARMANINO LLP7+ years Service code 10 · EIN 94-6214841 | Accounting | $48,458 |
WELLINGTON TRUST COMPANY5 years Filed as: WELLINGTON TRUST Service code 20 · EIN 04-2755549 | Trustee (individual) | $44,381 |
PARTNERS CAPITAL1 year Service code 28 · EIN 81-4189609 | Investment Management | $37,193 |
RVK, INC.4 years Filed as: RVK Service code 20 · EIN 93-0910652 | Trustee (individual) | $34,676 |
NORTHERN TRUST COMPANY7+ years Filed as: NORTHERN TRUST Service code 25 · EIN 36-1561860 | Directed Trustee | $25,815 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $107,032-100.0% | $447,195-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 25.8%-25.8pp | 9.9%-9.9pp |
| Annual return | -7.65% | -12.59%+4.9pp | -11.06%+3.4pp | -5.25%-2.4pp |
| Employer contribution / active EE | $5,610 | $15,979-64.9% | $55,362-89.9% | $15,161-63.0% |
| Participant deferral / active EE | $0 | $77-100.0% | $26-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $3,572-100.0% | $3,859-100.0% |