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 LLC5+ years Filed as: HEWITT & ASSOC. Service code 11 · EIN 36-2235791 | Actuarial | $276,709 |
AETNA LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $59,790 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK NA Service code 13 · EIN 41-6257133 | Contract Administrator | $52,600 |
MILLER JOHNSON5+ years Filed as: MILLER JOHNSON SNELL & CO. Service code 29 · EIN 38-1603110 | Legal | $40,642 |
REHMANN ROBSON5+ years Filed as: REHMANN ACCOUNTING, LLC Service code 10 · EIN 38-3635706 | Accounting | $15,650 |
Filed as: JOHN HANCOCK Service code 13 · EIN 01-0233346 | Contract Administrator | $9,875 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $315,136-100.0% | $286,273-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 37.3%-37.3pp | 30.6%-30.6pp | 47.3%-47.3pp |
| Annual return | 2.97% | 10.25%-7.3pp | 10.78%-7.8pp | 12.16%-9.2pp |
| Employer contribution / active EE | $0 | $47,546-100.0% | $41,857-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $65-100.0% | $59-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $103,433-100.0% | $83,605-100.0% | $17,640-100.0% |