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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,011,846 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST Service code 21 80 SOUTH EIGHTH STREET · MINNEAPOLIS, MN 55402 | Bank Trustee | $194,200 |
MERCER4+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $92,232 |
AON CONSULTING4+ years Filed as: AON CONSULTING INC Service code 11 · EIN 23-1264699 | Actuarial | $58,311 |
KPMG LLP4+ years Service code 10 · EIN 13-5565207 | Accounting | $55,000 |
BALLARD SPAHR LLP4+ years Filed as: BALLARD SPAHR Service code 29 · EIN 23-0382195 | Legal | $13,067 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,467 | $100,545-18.0% | $110,243-25.2% | $73,367+12.4% |
| Participation rate | 68.6% | 67.8%+0.8pp | 79.8%-11.2pp | 69.5%-0.8pp |
| Annual return | -4.74% | -1.49%-3.3pp | 314.76%-319.5pp | 173.45%-178.2pp |
| Employer contribution / active EE | $1,251 | $2,405-48.0% | $3,827-67.3% | $2,499-49.9% |
| Participant deferral / active EE | $3,985 | $3,439+15.9% | $4,672-14.7% | $4,033-1.2% |
| Admin fee / account holder | $66 | $81-18.5% | $8,548-99.2% | $68-3.8% |