Filed November 22, 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 |
|---|---|---|
NORTHERN TRUST COMPANY7+ years Filed as: NORTHERN TRUST INVESTMENTS, INC. Service code 31 · EIN 36-3608252 | Named fiduciary | $3,787,920 |
THE BANK OF NEW YORK MELLON3 years Filed as: MELLON INVESTMENTS CORPORATION Service code 51 · EIN 25-1442864 | Investment Mgmt Fees | $3,100,069 |
THE BANK OF NEW YORK MELLON7+ years Service code 15 · EIN 13-5160382 | Recordkeeping | $1,493,646 |
BLACKROCK4 years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC. Service code 51 · EIN 13-3806691 | Investment Mgmt Fees | $1,349,879 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1975125 | Actuarial | $513,014 |
GROOM LAW GROUP4 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $426,577 |
HITACHI SOLUTIONS AMERICA LTD2 years Service code 49 · EIN 94-3127998 | Other Services | $423,636 |
CDW DIRECT LLC5 years Service code 49 · EIN 36-3310735 | Other Services | $315,429 |
Service code 49 · EIN 36-4201657 | Other Services | $260,222 |
MICROSOFT CORPORATION2 years Service code 49 · EIN 91-1144442 | Other Services | $196,216 |
See 1 actuary disclosure with Solo.
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction with Solo.
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $490,804-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.0%0pp |
| Annual return | 3.80% | 13.51%-9.7pp | 14.84%-11.0pp | 13.51%-9.7pp |
| Employer contribution / active EE | $10,022 | $8,170+22.7% | $37,950-73.6% | $8,170+22.7% |
| Participant deferral / active EE | $0 | $488-100.0% | $127-99.9% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $1-100.0% | - |