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.
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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 11 · EIN 36-2235791 | Actuarial | $2,005,877 |
AON CONSULTING1+ years Service code 26 · EIN 22-2232264 | Advisory (Participants) | $1,096,193 |
ELI LILLY AND COMPANY1+ years Service code 14 · EIN 35-0470950 | Plan Administrator | $301,530 |
ERNST & YOUNG LLP1+ years Service code 10 · EIN 34-6565596 | Accounting | $80,245 |
PLANTE & MORAN, PLLC1+ years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $31,348 |
COST EFFECTIVENESS MEASUREMENT INC.1+ years Service code 16 · EIN 98-0180257 | Consulting | $24,250 |
GROOM LAW GROUP1+ years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $8,299 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,076 | $158,120+38.6% | $68,509+219.8% | $69,651+214.5% |
| Participation rate | 97.5% | 88.0%+9.5pp | 74.7%+22.8pp | 66.6%+30.9pp |
| Annual return | 2.84% | 3.41%-0.6pp | 8.27%-5.4pp | 53.77%-50.9pp |
| Employer contribution / active EE | $5,749 | $5,427+5.9% | $2,278+152.4% | $2,241+156.6% |
| Participant deferral / active EE | $11,636 | $7,897+47.3% | $3,382+244.0% | $3,635+220.1% |
| Admin fee / account holder | $115 | $74+56.2% | $5,275-97.8% | $63+82.0% |