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 LLC3+ years Service code 11 · EIN 36-2235791 | Actuarial | $2,336,566 |
INCOME RESEARCH & MANAGEMENT3+ years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $261,790 |
STATE STREET GLOBAL ADVISORS3+ years Service code 28 · EIN 04-1867445 | Investment Management | $119,915 |
AON CONSULTING3+ years Service code 16 · EIN 23-2293237 | Consulting | $87,499 |
KPMG LLP3+ years Service code 10 · EIN 13-5565207 | Accounting | $43,300 |
BALLARD SPAHR LLP3+ years Service code 29 · EIN 23-0382195 | Legal | $29,706 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 18 · EIN 94-1347393 | Direct payment from the plan; Custodi... | $21,943 |
MONDRIAN INVESTMENT GROUP3+ years Filed as: MONDRIAN INVESTMENT GROUP INC. Service code 28 · EIN 56-2475915 | Investment Management | $1,975 |
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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 | 14.34% | 16.32%-2.0pp | 12.88%+1.5pp | 16.32%-2.0pp |
| Employer contribution / active EE | $6,157 | $12,766-51.8% | $40,010-84.6% | $12,766-51.8% |
| Participant deferral / active EE | $0 | $800-100.0% | $66-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $7,226-100.0% | - |