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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $158,246 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: SSGA Service code 50 · EIN 81-4017137 | Direct Payment | $93,750 |
AON CONSULTING8 years Filed as: AON CONSULTING, INC Service code 11 · EIN 22-2230064 | Actuarial | $77,725 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $41,156 |
BRIEN D WARD1 year Filed as: BRIEN D WARD ESQ. Service code 29 · EIN 22-5969535 | Legal | $18,275 |
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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 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -0.15% | 7.96%-8.1pp | 5.04%-5.2pp | 8.76%-8.9pp |
| Employer contribution / active EE | $0 | $15,125-100.0% | $26,454-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |