Filed October 18, 2004
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 |
|---|---|---|
AON CONSULTING9+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 · EIN 27-2436452 | Investment Management | $841,303 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $781,914 |
THE BANK OF NEW YORK MELLON9+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Tr... | $227,702 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATE Service code 28 · EIN 20-0292745 | Investment Management | $210,006 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $38,263 |
MMA SECURITIES LLC1 year Service code 16 · EIN 22-3570392 | Consulting | $20,000 |
SEYFARTH SHAW LLP6 years Service code 29 · EIN 36-2152202 | Legal | $6,683 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $101,802-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 2.4%-2.4pp |
| Annual return | 7.83% | 7.81%0pp | 9.51%-1.7pp | 22.81%-15.0pp |
| Employer contribution / active EE | $0 | $7,502-100.0% | $23,377-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $22-100.0% | $14-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $769-100.0% | $85,222-100.0% |