Filed December 5, 2006 (most recent of 4 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.
| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $558,791 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $410,428 |
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 12 · EIN 22-1211670 | Recordkeeping fees; Claims processing... | $239,853 |
FUND DIRECT ADVISORS3 years Filed as: FUND EVALUATION GROUP, LLC Service code 27 · EIN 01-0694771 | Advisory (Plan) | $165,757 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,764,297 | $7,764,2970% | $436,953+1676.9% | $7,764,2970% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -3.48% | -0.93%-2.5pp | -102.04%+98.6pp | -1.95%-1.5pp |
| Employer contribution / active EE | $4,474 | $6,242-28.3% | $36,232-87.7% | $9,243-51.6% |
| Participant deferral / active EE | $0 | $325-100.0% | $47-100.0% | $425-100.0% |
| Admin fee / account holder | $62,356 | $62,3560% | $12,721+390.2% | $62,3560% |