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 |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $1,582,548 |
STATE STREET GLOBAL ADVISORS2+ years Service code 21 · EIN 04-1867445 | Bank Trustee | $536,713 |
AON CONSULTING2+ years Filed as: AON CONSULTING INC Service code 11 · EIN 23-1264699 | Actuarial | $153,185 |
MERCER2+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $105,440 |
CURCIO WEBB1 year Service code 16 · EIN 36-4171366 | Consulting | $55,295 |
KPMG LLP2+ years Service code 10 · EIN 13-5565207 | Accounting | $50,000 |
BALLARD SPAHR LLP2+ years Filed as: BALLARD SPAHR Service code 29 · EIN 23-0382195 | Legal | $13,221 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $74,561 | $79,480-6.2% | $108,582-31.3% | $329,111-77.3% |
| Participation rate | 68.5% | 72.0%-3.5pp | 79.6%-11.0pp | 67.9%+0.7pp |
| Annual return | 8.30% | 18.07%-9.8pp | -51.70%+60.0pp | 16.35%-8.1pp |
| Employer contribution / active EE | $1,553 | $2,317-33.0% | $3,758-58.7% | $2,303-32.6% |
| Participant deferral / active EE | $3,552 | $3,243+9.5% | $4,311-17.6% | $3,682-3.5% |
| Admin fee / account holder | $99 | $68+45.5% | $7,645-98.7% | $754-86.9% |