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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $195,837 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: SSGA Service code 50 · EIN 81-4017137 | Direct Payment | $142,376 |
AON CONSULTING5 years Filed as: AON CONSULTING, INC Service code 11 · EIN 22-2230064 | Actuarial | $105,685 |
BDO USA, LLP7+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $23,325 |
AXIOM GLOBAL7+ years Service code 29 · EIN 13-4099840 | Legal | $17,339 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $220,551-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.7%-0.7pp |
| Annual return | -2.50% | 8.91%-11.4pp | 7.32%-9.8pp | 13.24%-15.7pp |
| Employer contribution / active EE | $0 | $13,306-100.0% | $23,426-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $563-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $9,522-100.0% | $4,137-100.0% |