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.
| 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 |
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% |