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.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON CONSULTING INC Service code 16 · EIN 23-1264699 | Consulting | $1,644,488 |
STATE STREET GLOBAL ADVISORS1+ years Service code 21 · EIN 04-1867445 | Bank Trustee | $541,495 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 28 100 HERITAGE RESERVE · MENOMONEE FALLS, WI 53051 | Investment Management | $147,529 |
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $121,547 |
KPMG LLP1+ years Service code 10 · EIN 13-5565207 | Accounting | $93,740 |
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $86,780 |
BALLARD SPAHR LLP1+ years Filed as: BALLARD SPAHR Service code 29 · EIN 23-0382195 | Legal | $22,726 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,958 | $69,651-2.4% | $94,229-27.9% | $69,651-2.4% |
| Participation rate | 69.3% | 66.6%+2.7pp | 78.8%-9.5pp | 66.6%+2.7pp |
| Annual return | -1.67% | 53.77%-55.4pp | 10.68%-12.4pp | 53.77%-55.4pp |
| Employer contribution / active EE | $3,637 | $2,241+62.3% | $3,587+1.4% | $2,241+62.3% |
| Participant deferral / active EE | $1,558 | $3,635-57.2% | $4,320-63.9% | $3,635-57.2% |
| Admin fee / account holder | $94 | $63+48.1% | $6,269-98.5% | $63+48.1% |