Filed October 3, 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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS2 years Service code 18 · EIN 81-4017137 | Custodial (securities); Investment ma... | $184,072 |
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $156,007 |
Service code 11 · EIN 13-4008324 | Actuarial | $96,505 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK & TRUST CO. Service code 25 · EIN 04-1867445 | Directed Trustee | $28,920 |
NEPC, LLC3 years Service code 28 · EIN 26-1429809 | Investment Management | $16,769 |
BONADIO & CO., LLP1 year Filed as: THE BONADIO GROUP, LLP Service code 10 · EIN 16-1131146 | Accounting | $14,025 |
WIGGIN & DANA LLP1 year Service code 29 · EIN 06-0590100 | Legal | $11,744 |
NORTHERN TRUST COMPANY1 year Service code 19 · EIN 36-1561860 | Securities Custodian | $6,346 |
Filed as: HINMAN HOWARD & KATTELL, LLP Service code 29 · EIN 15-0561878 | Legal | $6,047 |
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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 | $3,370,408-100.0% | - | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 1.2%-1.2pp |
| Annual return | 20.16% | 20.56%-0.4pp | 13.45%+6.7pp | 53.27%-33.1pp |
| Employer contribution / active EE | $90,795 | $25,506+256.0% | $26,057+248.4% | $14,774+514.6% |
| Participant deferral / active EE | $0 | $645-100.0% | $181-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | - | $13,289-100.0% |