Filed March 27, 2015 (most recent of 3 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $738,317 |
WELLINGTON TRUST COMPANY1 year Service code 28 · EIN 54-2079200 | Investment Management | $675,024 |
ACCUITY LLP5+ years Service code 10 · EIN 20-5325889 | Accounting | $33,969 |
THE BANK OF NEW YORK MELLON5+ years Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $18,800 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $75,924-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.9%-52.9pp | 0.0%0pp |
| Annual return | 19.37% | 12.86%+6.5pp | 6.78%+12.6pp | 12.86%+6.5pp |
| Employer contribution / active EE | $0 | $13,687-100.0% | $28,542-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $833-100.0% | $763-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,754-100.0% | - |