Filed October 18, 2004 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS1+ years Filed as: SSGA Service code 25 · EIN 04-1867445 | Directed Trustee | $518,143 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $338,836 |
Filed as: INVESTMENT RESEACH & MANAGEMENT Service code 19 · EIN 04-2955404 | Securities Custodian | $265,827 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCAITES LLC Service code 11 · EIN 36-2235791 | Actuarial | $123,657 |
AXIOM GLOBAL1+ years Service code 29 · EIN 13-4099840 | Legal | $52,740 |
BDO USA, LLP1+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $19,625 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $82,591-100.0% | $522,682-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 12.6%-12.6pp | 0.8%-0.8pp |
| Annual return | -2.55% | -0.43%-2.1pp | -3.43%+0.9pp | -0.60%-1.9pp |
| Employer contribution / active EE | $13,559 | $10,132+33.8% | $25,607-47.0% | $12,272+10.5% |
| Participant deferral / active EE | $0 | $566-100.0% | $77-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,511-100.0% | $717-100.0% |