Filed September 22, 2000
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 year Filed as: AON CONSULTING INC. Service code 11 · EIN 36-2235791 | Actuarial | $216,531 |
KPMG LLP1 year Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $28,000 |
WELLS FARGO BANK, N.A.1 year Service code 18 · EIN 94-2948313 | Custodial (other than securities); Di... | $14,734 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET BANK & TRUST Service code 21 · EIN 04-2654585 | Bank Trustee | $14,308 |
IVINS, PHILLIPS & BARKER2 years Service code 29 1700 PENNSYLVANIA AVEUE · WASHINGTON, DC 20006 | Legal | $12,478 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS, LLC Service code 17 · EIN 82-1061233 | Pension Consulting | $5,550 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $82,186-100.0% | $2,286,405-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 10.5%-10.5pp | 3.6%-3.6pp |
| Annual return | 9.56% | 11.84%-2.3pp | 4.92%+4.6pp | 11.84%-2.3pp |
| Employer contribution / active EE | $0 | $17,339-100.0% | $39,114-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $683-100.0% | $79-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $0 | $409-100.0% |