Filed November 7, 2000
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 |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 11 · EIN 36-2235791 | Actuarial | $1,165,865 |
GAMCO ASSET MANAGEMENT1+ years Filed as: GAMCO INVESTORS Service code 28 · EIN 13-4044521 | Investment Management | $339,833 |
NORTHERN TRUST COMPANY1+ years Service code 28 · EIN 36-1561860 | Investment Management | $185,335 |
NEUBERGER BERMAN1+ years Filed as: NEUBERGER AND BERMANN Service code 28 · EIN 13-5521910 | Investment Management | $49,030 |
KALMAR INVESTMENTS1+ years Service code 28 · EIN 51-0261641 | Investment Management | $11,921 |
FUND DIRECT ADVISORS1+ years Filed as: FUND EVALUATION GROUP Service code 11 · EIN 57-1156902 | Actuarial | $6,250 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $151,941-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 3.6%-3.6pp |
| Annual return | 1.82% | 16.85%-15.0pp | 5.44%-3.6pp | 11.88%-10.1pp |
| Employer contribution / active EE | $0 | $10,313-100.0% | $25,481-100.0% | $14,612-100.0% |
| Participant deferral / active EE | $0 | $445-100.0% | $65-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $11,765-100.0% | $637-100.0% |