Filed January 30, 2006 (most recent of 2 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 |
|---|---|---|
HEWITT ASSOCIATES LLC3+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $1,177,497 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST INVESTMENTS INC Service code 15 300 ATLANTIC STREET · STAMFORD, CT 06901 | Recordkeeping | $801,975 |
MATRIX TRUST COMPANY3+ years Service code 21 RODNEY SQUARE NORTH · WILMINGTON, DE 198900001 | Bank Trustee | $124,917 |
Filed as: QDRO CONSULTANTS Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $10,357 |
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 | $99,245 | $39,909+148.7% | $78,775+26.0% | $80,976+22.6% |
| Participation rate | 43.3% | 55.7%-12.5pp | 69.2%-25.9pp | 68.3%-25.0pp |
| Annual return | 16.84% | 23.47%-6.6pp | 35.62%-18.8pp | 22.91%-6.1pp |
| Employer contribution / active EE | $1,223 | $778+57.2% | $1,986-38.4% | $2,402-49.1% |
| Participant deferral / active EE | $2,720 | $1,359+100.1% | $2,958-8.0% | $3,848-29.3% |
| Admin fee / account holder | $65 | $50+31.7% | $5,132-98.7% | $67-2.9% |