Filed May 5, 2005 (most recent of 3 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.
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINE ADVISORS, LLC1+ years Service code 15 · EIN 94-3250323 | Recordkeeping | $2,886,764 |
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $1,321,893 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $1,275,005 |
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING Service code 16 · EIN 61-0736136 | Consulting | $160,000 |
WINSTON & STRAWN LLP1+ years Filed as: WINSTON AND STRAWN Service code 29 · EIN 36-1975990 | Legal | $76,506 |
CROWE LLP1+ years Filed as: CROWE HORWATH LLC Service code 10 · EIN 35-0921680 | Accounting | $39,618 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $189,407 | $82,422+129.8% | $67,652+180.0% | $67,505+180.6% |
| Participation rate | 85.0% | 84.2%+0.8pp | 75.7%+9.4pp | 71.2%+13.8pp |
| Annual return | -0.10% | 12.72%-12.8pp | 6625.40%-6625.5pp | 6.52%-6.6pp |
| Employer contribution / active EE | $3,958 | $2,879+37.5% | $2,266+74.7% | $2,173+82.1% |
| Participant deferral / active EE | $9,291 | $5,020+85.1% | $3,560+161.0% | $3,597+158.3% |
| Admin fee / account holder | $211 | $53+297.2% | $4,821-95.6% | $56+276.3% |