Filed May 31, 1995
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Service code 11 · EIN 36-2235791 | Actuarial | $2,499,427 |
ELI LILLY AND COMPANY2+ years Service code 13 · EIN 35-0470950 | Contract Administrator | $319,728 |
ERNST & YOUNG LLP2+ years Service code 10 · EIN 34-6565596 | Accounting | $67,875 |
PLANTE & MORAN, PLLC2+ years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $19,150 |
GROOM LAW GROUP2+ years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 51-1219029 | Legal | $9,724 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $169,917-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 10.3%-10.3pp | 4.2%-4.2pp |
| Annual return | 7.80% | 10.64%-2.8pp | 7.98%-0.2pp | 10.64%-2.8pp |
| Employer contribution / active EE | $0 | $11,561-100.0% | $23,724-100.0% | $11,561-100.0% |
| Participant deferral / active EE | $0 | $347-100.0% | $53-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $636-100.0% | $312-100.0% |