Filed May 1, 2015
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 | $209,534 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $119,799 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $505,048 | $75,760+566.6% | $123,105+310.3% | $59,188+753.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 86.8%+13.2pp | 69.4%+30.6pp |
| Annual return | 2.06% | 2.93%-0.9pp | 13.22%-11.2pp | 5.51%-3.4pp |
| Employer contribution / active EE | $22,065 | $3,415+546.0% | $5,151+328.4% | $2,098+951.7% |
| Participant deferral / active EE | $11,828 | $5,000+136.5% | $6,229+89.9% | $3,265+262.3% |
| Admin fee / account holder | $90 | $61+47.5% | $9,014-99.0% | $92-2.8% |