Filed March 22, 2011 (most recent of 2 filings on file)
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 | $28,199 |
SUTHERLAND ASBILL & BRENNAN LLP1+ years Service code 29 1114 6TH AVE. · NEW YORK, NY 10036 | Legal | $12,642 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC BENEFIT SERVICES Service code 27 1 EMPIRE DRIVE · RENSSALAER, NY 12144 | Advisory (Plan) | $8,750 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 11 · EIN 01-0233346 | Actuarial | $6,445 |
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Employer contribution per participant 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.
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 | $211,396-100.0% | $466,275-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 17.6%-17.6pp | 4.3%-4.3pp |
| Annual return | 2.83% | 2.81%0pp | -2.52%+5.4pp | 2.81%0pp |
| Employer contribution / active EE | $2,428 | $16,358-85.2% | $109,954-97.8% | $16,358-85.2% |
| Participant deferral / active EE | $0 | $775-100.0% | $846-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $12,408-100.0% | $1,639-100.0% |