Filed January 4, 2002 (most recent of 2 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 |
|---|---|---|
HEWITT ASSOCIATES LLC4+ years Filed as: HEWITT & ASSOC. Service code 11 · EIN 36-2235791 | Actuarial | $854,552 |
AETNA LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $116,536 |
MILLER JOHNSON4+ years Filed as: MILLER JOHNSON SNELL & CO. Service code 29 · EIN 38-1603110 | Legal | $47,390 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK NA Service code 13 · EIN 41-6257133 | Contract Administrator | $28,797 |
Filed as: JOHN HANCOCK Service code 13 · EIN 01-0233346 | Contract Administrator | $16,869 |
REHMANN ROBSON4+ years Filed as: REHMANN ACCOUNTING, LLC Service code 10 · EIN 38-3635706 | Accounting | $12,650 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $21,578,776-100.0% | $336,864-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | -0.46% | -2.85%+2.4pp | -3.29%+2.8pp | 33.37%-33.8pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $36,762-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $0 | $11-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $6,121-100.0% | $99,113-100.0% |