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.
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3 years Filed as: AON CONSULTING INC Service code 11 · EIN 36-2235791 100 HALFDAY RD · LINCOLNSHIRE, IL 60069 | Actuarial | $389,384 |
Service code 27 · EIN 36-4001764 500 W MADISON ST · CHICAO, IL 60661 | Advisory (Plan) | $95,810 |
Filed as: INCOME RESEARCH AND MANAGMENT Service code 28 · EIN 04-2955404 100 FEDERAL STREET FL 30 · BOSTON, MA 02110 | Investment Management | $94,680 |
Service code 28 · EIN 46-1294859 6001 SHADY OAKS RD SUITE 200 · MINNETONKA, MN 55343 | Investment Management | $92,025 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO BANK NA Service code 13 · EIN 94-1347393 NW 5159 PO BOX 1450 · MINNEAPOLIS, MN 55485 | Contract Administrator | $68,745 |
HARVEST FUND ADVISORS LLC6+ years Service code 28 · EIN 13-4314689 100 WEST LANCASTER AVE FL2 · WAYNE, PA 19087 | Investment Management | $62,643 |
GRANT THORNTON LLP6+ years Service code 10 · EIN 36-6055558 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $28,875 |
SIDLEY AUSTIN LLP4 years Filed as: SIDLEY AUSTIN LLC Service code 29 · EIN 36-4474078 PO BOX 0642 · CHICAGO, IL 60690 | Legal | $19,432 |
DELAWARE INVESTMENTS4 years Filed as: MACQUARIE INV MANAGEMENT ADVISERS Service code 28 · EIN 23-2859590 2005 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $9,919 |
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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 | $2,822,362-100.0% | $305,030-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 0.6%-0.6pp |
| Annual return | 8.51% | 11.57%-3.1pp | 380.71%-372.2pp | 11.45%-2.9pp |
| Employer contribution / active EE | $29,892 | $36,657-18.5% | $45,089-33.7% | $17,219+73.6% |
| Participant deferral / active EE | $0 | $1,810-100.0% | $272-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $12,800-100.0% | $15,480-100.0% |