Filed November 9, 2000 (most recent of 5 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 LLC2+ years Service code 11 · EIN 36-2235791 | Actuarial | $1,991,108 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 04-2683227 | Investment Management | $137,517 |
MERCER2+ years Service code 16 · EIN 61-0736136 | Consulting | $85,099 |
STATE STREET GLOBAL ADVISORS2+ years Service code 28 ONE LINCOLN STREET · BOSTON, MA 021112900 | Investment Management | $54,858 |
KPMG LLP2+ years Service code 10 · EIN 13-5565207 | Accounting | $43,300 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 36-3800435 | Bank Trustee | $19,996 |
BALLARD SPAHR LLP1 year Service code 29 · EIN 23-0382195 | Legal | $18,198 |
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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 | $0 | $350,496-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 0.0%0pp |
| Annual return | 13.66% | 12.17%+1.5pp | 12.88%+0.8pp | 17.84%-4.2pp |
| Employer contribution / active EE | $5,641 | $11,298-50.1% | $40,010-85.9% | $14,688-61.6% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,226-100.0% | - |