Filed December 19, 2002 (most recent of 2 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $918,563 |
NEPC, LLC10+ years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $314,587 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $254,171 |
BAKER & HOSTETLER LLP8 years Service code 29 · EIN 34-0082025 | Legal | $152,864 |
PRICEWATERHOUSECOOPERS LLP8 years Service code 10 · EIN 13-4008324 | Accounting | $111,500 |
PBMARES, LLP1 year Service code 10 · EIN 54-0737372 | Accounting | $43,707 |
KELLY SERVICES INC1 year Filed as: KELLY SERVICES LLC Service code 16 · EIN 47-3597831 | Consulting | $30,566 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $24,254 |
ALIGHT SOLUTIONS LLC3 years Service code 16 · EIN 82-1061233 | Consulting | $9,874 |
ATESSA BENEFITS1 year Service code 16 · EIN 47-4435064 | Consulting | $6,101 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,104 | $96,807+55.1% | $165,100-9.1% | $106,553+40.9% |
| Participation rate | 91.9% | 79.1%+12.8pp | 78.6%+13.3pp | 69.8%+22.1pp |
| Annual return | 39.79% | 17.39%+22.4pp | 70.21%-30.4pp | 17.37%+22.4pp |
| Employer contribution / active EE | $5,090 | $2,888+76.3% | $4,348+17.1% | $3,359+51.6% |
| Participant deferral / active EE | $9,147 | $5,055+80.9% | $6,035+51.6% | $5,562+64.4% |
| Admin fee / account holder | $27 | $66-58.4% | $12,696-99.8% | $80-65.6% |