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.
| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $1,355,375 |
AON CONSULTING1+ years Filed as: AON HEWITT FINANCIAL ADVISORS, LLC Service code 26 · EIN 35-2421957 | Advisory (Participants) | $1,125,891 |
THE BANK OF NEW YORK MELLON1+ years Service code 21 · EIN 25-0659306 | Bank Trustee | $93,323 |
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $65,900 |
CANTOR FITZGERALD1+ years Service code 17 · EIN 35-2470761 | Pension Consulting | $63,180 |
BUCHANAN INGERSOLL & ROONEY PC1+ years Filed as: BUCHANAN INGERSOLL & ROONEY Service code 29 · EIN 25-1698000 | Legal | $8,144 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,812 | $46,516-25.2% | $147,618-76.4% | $69,651-50.0% |
| Participation rate | 69.7% | 65.8%+3.9pp | 84.6%-14.9pp | 66.6%+3.1pp |
| Annual return | 0.30% | 9.48%-9.2pp | 61.98%-61.7pp | 53.77%-53.5pp |
| Employer contribution / active EE | $1,233 | $1,393-11.5% | $5,564-77.8% | $2,241-45.0% |
| Participant deferral / active EE | $1,500 | $2,719-44.8% | $4,895-69.4% | $3,635-58.7% |
| Admin fee / account holder | $20 | $45-56.0% | $11,612-99.8% | $63-68.8% |