Filed April 27, 2006
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 | $1,154,579 |
AON CONSULTING1+ years Filed as: AON HEWITT FINANCIAL ADVISORS, LLC Service code 26 · EIN 35-2421957 | Advisory (Participants) | $959,092 |
THE BANK OF NEW YORK MELLON1+ years Service code 21 · EIN 25-0659306 | Bank Trustee | $79,497 |
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $62,800 |
CANTOR FITZGERALD1+ years Service code 17 · EIN 35-2470761 | Pension Consulting | $53,820 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $30,063 |
BUCHANAN INGERSOLL & ROONEY PC1+ years Filed as: BUCHANAN INGERSOLL & ROONEY Service code 29 · EIN 25-1698000 | Legal | $6,938 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,738 | $46,516-16.7% | $147,614-73.8% | $69,651-44.4% |
| Participation rate | 78.7% | 65.8%+12.9pp | 84.6%-5.9pp | 66.6%+12.1pp |
| Annual return | -0.03% | 9.48%-9.5pp | 61.98%-62.0pp | 53.77%-53.8pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $5,564-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,254 | $2,719+19.7% | $4,895-33.5% | $3,635-10.5% |
| Admin fee / account holder | $20 | $45-55.9% | $11,611-99.8% | $63-68.8% |