Filed January 24, 2008 (most recent of 4 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.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON HEWITT INVESMENT CONSULTING,INC Service code 28 · EIN 36-3109431 | Investment Management | $143,738 |
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $140,087 |
HEWITT ASSOCIATES LLC4+ years Filed as: HEWITT ENNIS KNUPP, INC. Service code 28 · EIN 36-3109431 | Investment Management | $60,658 |
BONADIO & CO., LLP4+ years Service code 10 · EIN 16-1131146 | Accounting | $26,285 |
NIXON PEABODY LLP4+ years Service code 28 · EIN 16-0764720 | Investment Management | $17,231 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $120,132 | $121,004-0.7% | $69,480+72.9% | $89,609+34.1% |
| Participation rate | 85.1% | 66.9%+18.1pp | 74.6%+10.5pp | 69.6%+15.5pp |
| Annual return | 6.46% | 20.21%-13.8pp | 28.99%-22.5pp | 33.65%-27.2pp |
| Employer contribution / active EE | $4,151 | $5,335-22.2% | $2,780+49.3% | $2,584+60.6% |
| Participant deferral / active EE | $4,356 | $4,335+0.5% | $3,537+23.2% | $4,222+3.2% |
| Admin fee / account holder | $6 | $32-79.6% | $3,840-99.8% | $72-90.9% |