Filed February 22, 2006
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 CONSULTING2+ years Service code 11 · EIN 23-2293237 | Actuarial | $79,943 |
AON CONSULTING1 year Filed as: AON HEWITT INV CONSULTING, INC. Service code 11 · EIN 98-1090818 | Actuarial | $73,280 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 17 · EIN 13-2655998 | Pension Consulting | $20,000 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 3.37% | 5.80%-2.4pp | 4.74%-1.4pp | 11.88%-8.5pp |
| Employer contribution / active EE | $30,534 | $15,506+96.9% | $36,089-15.4% | $14,612+109.0% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |