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.
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 36-3109431 | Advisory (Plan) | $1,550,000 |
AON CONSULTING1+ years Filed as: AON HEWITT CONSULTING, INC Service code 11 · EIN 22-2232264 | Actuarial | $722,000 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 25-0659306 | Securities Custodian | $511,000 |
ATESSA BENEFITS1+ years Filed as: ATESSA BENEFITS, INC. Service code 13 · EIN 02-0429408 | Contract Administrator | $181,000 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $169,000 |
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICEWATERHOUSE COOPERS Service code 10 · EIN 13-4008324 | Accounting | $155,000 |
Q&F BENEFIT ADMINISTRATION1+ years Service code 13 · EIN 16-1302807 | Contract Administrator | $71,000 |
BAKER & HOSTETLER LLP1+ years Service code 29 · EIN 34-0082025 | Legal | $26,000 |
See 1 actuary disclosure with Solo.
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 2 reportable transactions with Solo.
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $322,681-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 7.54% | 5.96%+1.6pp | 4.07%+3.5pp | 9.19%-1.6pp |
| Employer contribution / active EE | $56,306 | $13,653+312.4% | $36,235+55.4% | $12,608+346.6% |
| Participant deferral / active EE | $0 | $0 | $215-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $7,128-100.0% | $2,655,710-100.0% |