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, LLC2+ years Service code 15 · EIN 94-3250323 | Recordkeeping | $3,309,132 |
HEWITT ASSOCIATES LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $1,328,140 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $459,448 |
MERCER2+ years Filed as: MERCER INVESTMENT CONSULTING Service code 16 · EIN 61-0736136 | Consulting | $288,984 |
WINSTON & STRAWN LLP2+ years Filed as: WINSTON AND STRAWN Service code 29 · EIN 36-1975990 | Legal | $46,123 |
CROWE LLP2+ years Filed as: CROWE HORWATH LLC Service code 10 · EIN 35-0921680 | Accounting | $41,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $207,998 | $88,581+134.8% | $74,184+180.4% | $65,292+218.6% |
| Participation rate | 87.9% | 86.2%+1.8pp | 76.6%+11.3pp | 72.4%+15.5pp |
| Annual return | 8.69% | 11.72%-3.0pp | 17.74%-9.0pp | 11.84%-3.1pp |
| Employer contribution / active EE | $4,304 | $3,021+42.5% | $2,370+81.6% | $2,302+87.0% |
| Participant deferral / active EE | $10,113 | $4,898+106.4% | $3,550+184.9% | $3,579+182.6% |
| Admin fee / account holder | $237 | $60+295.6% | $5,586-95.8% | $57+312.4% |