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 |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $749,610 |
HEWITT ASSOCIATES LLC3+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $475,046 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST Service code 21 80 SOUTH EIGHTH STREET · MINNEAPOLIS, MN 55402 | Bank Trustee | $288,563 |
AON CONSULTING3+ years Filed as: AON CONSULTING INC Service code 11 · EIN 23-1264699 | Actuarial | $153,307 |
MERCER3+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $90,164 |
KPMG LLP3+ years Service code 10 · EIN 13-5565207 | Accounting | $82,905 |
BALLARD SPAHR LLP3+ years Filed as: BALLARD SPAHR Service code 29 · EIN 23-0382195 | Legal | $14,422 |
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.
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 | $87,630 | $79,240+10.6% | $117,861-25.7% | $80,976+8.2% |
| Participation rate | 69.3% | 68.1%+1.2pp | 79.7%-10.3pp | 68.3%+1.1pp |
| Annual return | 15.53% | 34.09%-18.6pp | 335.11%-319.6pp | 22.91%-7.4pp |
| Employer contribution / active EE | $1,512 | $2,142-29.4% | $3,786-60.1% | $2,402-37.1% |
| Participant deferral / active EE | $3,991 | $3,102+28.7% | $4,482-10.9% | $3,848+3.7% |
| Admin fee / account holder | $78 | $65+19.9% | $8,021-99.0% | $67+15.6% |