Filed October 15, 2002
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $289,045 |
AON CONSULTING3 years Filed as: AON HEWITT INVESTMENT Service code 16 · EIN 36-3109431 | Consulting | $65,000 |
VEDDER PRICE5 years Filed as: VEDDER PRICE PC Service code 29 · EIN 36-3254526 | Legal | $34,511 |
RSM US LLP4 years Service code 10 · EIN 42-0714325 | Accounting | $21,210 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $20,330 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,954 | $91,746+8.9% | $146,649-31.8% | $93,010+7.5% |
| Participation rate | 98.5% | 80.9%+17.6pp | 80.1%+18.4pp | 73.9%+24.6pp |
| Annual return | 15.58% | 18.28%-2.7pp | 22.75%-7.2pp | 158.70%-143.1pp |
| Employer contribution / active EE | $1,660 | $2,815-41.0% | $4,137-59.9% | $2,705-38.6% |
| Participant deferral / active EE | $4,818 | $4,589+5.0% | $5,506-12.5% | $4,561+5.6% |
| Admin fee / account holder | $91 | $101-9.7% | $10,281-99.1% | $152-39.8% |