Filed November 1, 2001 (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 |
|---|---|---|
Filed as: FIDELITY TRUST COMPANY Service code 15 · EIN 04-3275867 | Recordkeeping | $584,084 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $93,174 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $86,270 |
401(K) ADVISORS INC1+ years Filed as: 401(K) ADVISORS Service code 27 · EIN 33-0905143 | Advisory (Plan) | $85,000 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $52,334 |
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 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 | $14,096,330-100.0% | $192,069-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.2%-13.2pp | 0.0%0pp |
| Annual return | -2.70% | 1.67%-4.4pp | -0.79%-1.9pp | 1.67%-4.4pp |
| Employer contribution / active EE | $703 | $10,506-93.3% | $28,419-97.5% | $10,506-93.3% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $37-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $6,324-100.0% | $66,276-100.0% |