Filed July 6, 2004
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 |
|---|---|---|
AON CONSULTING1 year Filed as: AON HEWITT ASSOCIATES Service code 15 · EIN 36-2235791 | Recordkeeping | $1,904,348 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $435,373 |
Filed as: STATE STREET BANK & TRUST CO. Service code 18 · EIN 04-1867445 | Investment management; Investment man... | $97,266 |
BLACKROCK2+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $74,247 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $299,603 | $299,6030% | $350,423-14.5% | $299,6030% |
| Participation rate | 87.2% | 87.2%0pp | 70.3%+16.9pp | 87.2%0pp |
| Annual return | 5.20% | 7.42%-2.2pp | 12.97%-7.8pp | 7.42%-2.2pp |
| Employer contribution / active EE | $10,264 | $15,730-34.7% | $17,272-40.6% | $15,730-34.7% |
| Participant deferral / active EE | $0 | $0 | $0 | - |
| Admin fee / account holder | $43 | $430% | $1,412-97.0% | $430% |