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.
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON HEWITT ASSOCIATES Service code 28 · EIN 36-2235791 | Investment Management | $1,400,036 |
BLACKROCK1 year Service code 21 · EIN 94-3112180 | Bank Trustee | $716,869 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $151,730 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST CO. Service code 18 · EIN 04-1867445 | Investment management; Direct payment... | $98,798 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $99,514 | $187,373-46.9% | $91,004+9.4% | $80,976+22.9% |
| Participation rate | 85.7% | 87.5%-1.8pp | 75.6%+10.1pp | 68.3%+17.4pp |
| Annual return | 10.67% | 16.95%-6.3pp | 4.60%+6.1pp | 22.91%-12.2pp |
| Employer contribution / active EE | $0 | $5,838-100.0% | $2,456-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $4,625 | $8,375-44.8% | $3,548+30.4% | $3,848+20.2% |
| Admin fee / account holder | $74 | $91-19.4% | $5,417-98.6% | $67+9.1% |