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 CONSULTING2+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 36-3109431 | Advisory (Plan) | $1,388,000 |
AON CONSULTING2+ years Filed as: AON HEWITT CONSULTING, INC Service code 11 · EIN 22-2232264 | Actuarial | $1,103,000 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 25-0659306 | Securities Custodian | $504,000 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $301,000 |
BAKER & HOSTETLER LLP2+ years Service code 29 · EIN 34-0082025 | Legal | $38,000 |
Q&F BENEFIT ADMINISTRATION2+ years Service code 13 · EIN 16-1302807 | Contract Administrator | $23,000 |
ATESSA BENEFITS2+ years Filed as: ATESSA BENEFITS, INC. Service code 13 · EIN 02-0429408 | Contract Administrator | $17,000 |
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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.
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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 | $0 | $350,496-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 0.0%0pp |
| Annual return | 14.68% | 12.17%+2.5pp | 12.88%+1.8pp | 17.84%-3.2pp |
| Employer contribution / active EE | $12,200 | $11,298+8.0% | $40,010-69.5% | $14,688-16.9% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,226-100.0% | - |