Filed June 14, 2005 (most recent of 3 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 |
|---|---|---|
HEWITT ASSOCIATES LLC5+ years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $347,530 |
WELLINGTON TRUST COMPANY5+ years Filed as: WELLINGTON ASSET MANAGEMENT Service code 28 · EIN 04-2683227 | Investment Management | $105,507 |
CURCIO WEBB5+ years Service code 28 · EIN 36-4171366 | Investment Management | $65,750 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK AND COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $54,997 |
DRINKER BIDDLE & REATH LLP5+ years Filed as: DRINKER BIDDLE Service code 29 · EIN 23-1423089 | Legal | $5,071 |
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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% | $50,635-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 1.2%-1.2pp |
| Annual return | 21.32% | 36.82%-15.5pp | 18.06%+3.3pp | 53.27%-32.0pp |
| Employer contribution / active EE | $19,585 | $13,338+46.8% | $30,411-35.6% | $14,774+32.6% |
| Participant deferral / active EE | $0 | $8-100.0% | $40-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,675-100.0% | $13,289-100.0% |