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.
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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $45,997 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST INVESTMENTS INC Service code 15 300 ATLANTIC STREET · STAMFORD, CT 06901 | Recordkeeping | $34,092 |
MATRIX TRUST COMPANY1+ years Service code 21 RODNEY SQUARRE NORTH · WILMINGTON, DE 198900001 | Bank Trustee | $5,689 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $15,030 | $36,004-58.3% | $64,101-76.6% | $69,651-78.4% |
| Participation rate | 13.4% | 47.3%-33.9pp | 68.2%-54.8pp | 66.6%-53.2pp |
| Annual return | 0.24% | 4.26%-4.0pp | 791.27%-791.0pp | 53.77%-53.5pp |
| Employer contribution / active EE | $13 | $617-97.9% | $1,820-99.3% | $2,241-99.4% |
| Participant deferral / active EE | $199 | $1,166-82.9% | $2,822-93.0% | $3,635-94.5% |
| Admin fee / account holder | $50 | $49+1.2% | $4,499-98.9% | $63-21.7% |