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 CONSULTING5 years Filed as: AON CONSULTING INC Service code 11 · EIN 36-2235791 | Actuarial | $304,622 |
Filed as: INCOME RESEARCH AND MANAGMENT INC Service code 28 · EIN 04-2955404 | Investment Management | $181,606 |
Service code 28 · EIN 46-1294859 | Investment Management | $110,892 |
FIDUCIENT ADVISORS LLC2 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $97,884 |
DELAWARE INVESTMENTS6 years Filed as: MACQUARIE INV MANAGEMENT ADVISERS Service code 28 · EIN 23-2859590 | Investment Management | $72,651 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 15 · EIN 42-1520346 | Recordkeeping | $37,729 |
GRANT THORNTON LLP8+ years Service code 10 · EIN 36-6055558 | Accounting | $31,185 |
SEYFARTH SHAW LLP2 years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $23,486 |
STATE STREET GLOBAL ADVISORS5 years Service code 28 · EIN 90-0337987 | Investment Management | $18,006 |
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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 | $164,233-100.0% | $319,010-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.0%-47.0pp | 0.0%0pp |
| Annual return | -12.57% | -13.41%+0.8pp | 10.22%-22.8pp | 2.78%-15.4pp |
| Employer contribution / active EE | $8,046 | $53,848-85.1% | $51,212-84.3% | $15,276-47.3% |
| Participant deferral / active EE | $0 | $1,790-100.0% | $129-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $10,810-100.0% | $1,015-100.0% |