Filed April 6, 2004 (most recent of 4 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 |
|---|---|---|
AON CONSULTING3 years Filed as: AON HEWITT INVESTMENT CONSULTANTS Service code 27 · EIN 36-2235791 | Advisory (Plan) | $912,662 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JP MORGAN CHASE BANK NA Service code 24 · EIN 13-4994650 | Discretionary Trustee | $523,165 |
GUIDED CHOICE5+ years Filed as: GUIDEDCHOICE.COM, INC. Service code 26 · EIN 77-0514963 | Advisory (Participants) | $380,284 |
GOLDMAN SACHS3 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 19 · EIN 13-3575636 | Securities Custodian | $307,555 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES Service code 19 · EIN 20-0292745 | Securities Custodian | $289,755 |
NORTHERN TRUST COMPANY4 years Filed as: NORTHERN TRUST INVESTMENT INC Service code 28 · EIN 36-1561860 | Investment Management | $108,384 |
FIDUCIARY COUNSELORS INC.3 years Service code 28 · EIN 22-3709903 | Investment Management | $93,000 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GLOBAL ADVISOR TRUST C Service code 19 · EIN 81-4017137 | Securities Custodian | $35,147 |
ALIGHT SOLUTIONS LLC3 years Service code 19 · EIN 82-1061233 | Securities Custodian | $7,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,500 | $43,471+331.3% | $74,725+150.9% | $89,609+109.2% |
| Participation rate | 42.4% | 36.3%+6.2pp | 54.5%-12.0pp | 69.6%-27.1pp |
| Annual return | 15.54% | 24.97%-9.4pp | 753.24%-737.7pp | 33.65%-18.1pp |
| Employer contribution / active EE | $1,264 | $554+128.2% | $1,084+16.5% | $2,584-51.1% |
| Participant deferral / active EE | $2,051 | $1,177+74.4% | $1,961+4.6% | $4,222-51.4% |
| Admin fee / account holder | $138 | $74+86.8% | $3,335-95.9% | $72+92.7% |