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 CONSULTING4 years Filed as: AON CONSULTING INC Service code 11 · EIN 36-2235791 | Actuarial | $577,900 |
INCOME RESEARCH & MANAGEMENT2 years Filed as: INCOME RESEARCH AND MANAGMENT Service code 28 · EIN 04-2955404 | Investment Management | $221,881 |
Service code 28 · EIN 46-1294859 | Investment Management | $129,477 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK Service code 13 · EIN 94-1347393 | Contract Administrator | $102,650 |
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764 | Advisory (Plan) | $97,884 |
DELAWARE INVESTMENTS5 years Filed as: MACQUARIE INV MANAGEMENT ADVISERS Service code 28 · EIN 23-2859590 | Investment Management | $64,501 |
Service code 27 · EIN 36-4001764 | Advisory (Plan) | $64,355 |
HARVEST FUND ADVISORS LLC7+ years Service code 28 · EIN 13-4314689 | Investment Management | $43,904 |
GRANT THORNTON LLP7+ years Service code 10 · EIN 36-6055558 | Accounting | $29,577 |
SIDLEY AUSTIN LLP5 years Filed as: SIDLEY AUSTIN LLC Service code 29 · EIN 36-4474078 | Legal | $21,948 |
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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 | $1,472,696-100.0% | $375,279-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 0.7%-0.7pp |
| Annual return | 11.22% | 7.36%+3.9pp | 9.78%+1.4pp | 13.24%-2.0pp |
| Employer contribution / active EE | $24,138 | $40,685-40.7% | $46,889-48.5% | $14,616+65.1% |
| Participant deferral / active EE | $0 | $2,571-100.0% | $72-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $5,665-100.0% | $4,137-100.0% |