Filed January 6, 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.
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| Provider | Service type | Compensation |
|---|---|---|
XEROX CORPORATION1+ years Filed as: XEROX HR SOLUTIONS LLP Service code 13 · EIN 16-0468020 | Contract Administrator | $88,860 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $66,701 |
BDO USA, LLP1+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381890 | Accounting | $22,496 |
Filed as: FIFTH THIRD BANK Service code 21 · EIN 31-0676865 | Bank Trustee | $18,750 |
KEYBANK NATIONAL ASSOCIATION1+ years Filed as: KEYBANK REVENUE ADMINISTRATION Service code 19 · EIN 34-0797057 | Securities Custodian | $16,776 |
OSWALD COMPANIES1+ years Filed as: THE JAMES B OSWALD COMPANY Service code 22 · EIN 34-0445620 | Insurance Broker | $9,252 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,526,138 | $23,526,1380% | $846,462+2679.3% | $14,096,330+66.9% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | -1.37% | -0.09%-1.3pp | -0.81%-0.6pp | 1.67%-3.0pp |
| Employer contribution / active EE | $7,232 | $11,440-36.8% | $38,425-81.2% | $10,506-31.2% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $43,809 | $43,8090% | $15,697+179.1% | $66,276-33.9% |