Filed January 31, 2006
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 CONSULTING4 years Service code 11 · EIN 22-2232264 | Actuarial | $214,124 |
NEPC, LLC10+ years Filed as: NEPC LLC Service code 18 · EIN 26-1429809 | Custodial (securities); Investment ma... | $182,253 |
KELLEY DRYE & WARREN LLP10+ years Service code 29 · EIN 13-5335107 | Legal | $91,351 |
ANCHIN, BLOCK & ANCHIN LLP10+ years Service code 10 · EIN 13-0436940 | Accounting | $79,590 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 21 · EIN 42-1466678 | Bank Trustee | $19,422 |
STATE STREET GLOBAL ADVISORS8 years Filed as: STATE STREET GL ADVISORS TRUST CO. Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $5,405 |
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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 | $36,224-100.0% | - | $36,224-100.0% |
| Participation rate | 0.0% | 2.7%-2.7pp | 0.0%0pp | 2.7%-2.7pp |
| Annual return | 4.43% | 8.35%-3.9pp | 15.15%-10.7pp | 8.35%-3.9pp |
| Employer contribution / active EE | $0 | $17,935-100.0% | $16,134-100.0% | $17,935-100.0% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $50-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |