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 LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $1,355,641 |
AON CONSULTING2+ years Filed as: AON HEWITT FINANCIAL ADVISORS, LLC Service code 26 · EIN 35-2421957 | Advisory (Participants) | $1,060,666 |
THE BANK OF NEW YORK MELLON2+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $97,460 |
ERNST & YOUNG LLP2+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $70,308 |
CANTOR FITZGERALD2+ years Service code 17 · EIN 35-2470761 | Pension Consulting | $63,180 |
BUCHANAN INGERSOLL & ROONEY PC2+ years Filed as: BUCHANAN INGERSOLL & ROONEY Service code 29 · EIN 25-1698000 | Legal | $39,868 |
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 | $37,311 | $49,270-24.3% | $156,551-76.2% | $329,111-88.7% |
| Participation rate | 66.7% | 68.1%-1.4pp | 84.0%-17.3pp | 67.9%-1.1pp |
| Annual return | 8.49% | 23.25%-14.8pp | 32.23%-23.7pp | 16.35%-7.9pp |
| Employer contribution / active EE | $1,146 | $1,534-25.3% | $5,501-79.2% | $2,303-50.2% |
| Participant deferral / active EE | $1,421 | $2,920-51.3% | $4,871-70.8% | $3,682-61.4% |
| Admin fee / account holder | $16 | $51-67.6% | $13,028-99.9% | $754-97.8% |