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 COMPANY8+ years Filed as: NORTHERN TRUST INVESTMENTS, INC. Service code 31 · EIN 36-3608252 | Named fiduciary | $2,339,910 |
THE BANK OF NEW YORK MELLON4 years Filed as: MELLON INVESTMENTS CORPORATION Service code 51 · EIN 25-1442864 | Investment Mgmt Fees | $1,893,172 |
THE BANK OF NEW YORK MELLON8+ years Service code 15 · EIN 13-5160382 | Recordkeeping | $1,489,778 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1975125 | Actuarial | $1,462,479 |
BLACKROCK5 years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC. Service code 28 · EIN 13-3806691 | Investment Management | $1,167,554 |
GROOM LAW GROUP5 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $379,710 |
CDW DIRECT LLC6 years Service code 49 · EIN 36-3310735 | Other Services | $318,489 |
Service code 49 · EIN 36-4201657 | Other Services | $311,935 |
MICROSOFT CORPORATION3 years Service code 49 · EIN 91-1144442 | Other Services | $225,434 |
VITECH SYSTEMS GROUP4 years Filed as: VITECH SYSTEMS GROUP, INC. Service code 49 · EIN 13-3785492 | Other Services | $194,101 |
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Participant contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,469,698-100.0% | - | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 343.63% | 7.68%+335.9pp | 22.50%+321.1pp | 7.68%+335.9pp |
| Employer contribution / active EE | $11,525 | $9,142+26.1% | $33,849-66.0% | $9,142+26.1% |
| Participant deferral / active EE | $0 | $462-100.0% | $101-99.9% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | - | $19,323-100.0% |