Filed January 3, 2012
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 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING7 years Filed as: AON CONSULTING INC Service code 11 · EIN 36-2235791 | Actuarial | $470,299 |
FIDUCIENT ADVISORS LLC4 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $171,263 |
INCOME RESEARCH & MANAGEMENT3 years Filed as: INCOME RESEARCH AND MANAGMENT INC Service code 28 · EIN 04-2955404 | Investment Management | $93,573 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 15 · EIN 42-1520346 | Recordkeeping | $76,497 |
Service code 28 · EIN 46-1294859 | Investment Management | $70,515 |
DELAWARE INVESTMENTS8 years Filed as: MACQUARIE INV MANAGEMENT ADVISERS Service code 28 · EIN 23-2859590 | Investment Management | $26,545 |
STATE STREET GLOBAL ADVISORS7 years Service code 28 ONE LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $8,736 |
SEYFARTH SHAW LLP2 years Service code 16 · EIN 36-2152202 | Consulting | $6,929 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $0 | $310,574-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 0.0%0pp |
| Annual return | 9.03% | 8.15%+0.9pp | 8.04%+1.0pp | 8.76%+0.3pp |
| Employer contribution / active EE | $61,399 | $60,767+1.0% | $42,693+43.8% | $16,664+268.4% |
| Participant deferral / active EE | $0 | $2,320-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $8,889-100.0% | - |