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 LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $208,034 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-2683227 | Securities Custodian | $153,184 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $519,878 | $80,354+547.0% | $133,975+288.0% | $63,975+712.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 5.39% | 13.11%-7.7pp | 29.29%-23.9pp | 48.65%-43.3pp |
| Employer contribution / active EE | $22,192 | $3,503+533.4% | $5,211+325.9% | $2,182+917.2% |
| Participant deferral / active EE | $11,289 | $5,239+115.5% | $6,282+79.7% | $3,356+236.3% |
| Admin fee / account holder | $91 | $69+32.0% | $9,324-99.0% | $70+29.9% |