Filed February 27, 2003
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 |
|---|---|---|
Service code 60 · EIN 04-1590850 | Sub-TA Fees | $99,390 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 21 · EIN 04-1867445 | Bank Trustee | $88,293 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $43,446 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 27 · EIN 53-0181291 | Advisory (Plan) | $10,600 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $8,370 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,516 | $58,758+128.9% | $69,779+92.8% | $63,975+110.3% |
| Participation rate | 99.4% | 77.5%+21.9pp | 71.8%+27.6pp | 71.1%+28.3pp |
| Annual return | 5.36% | 18.05%-12.7pp | 12.99%-7.6pp | 48.65%-43.3pp |
| Employer contribution / active EE | $956 | $1,973-51.5% | $2,338-59.1% | $2,182-56.2% |
| Participant deferral / active EE | $7,601 | $2,912+161.1% | $2,931+159.4% | $3,356+126.5% |
| Admin fee / account holder | $38 | $71-47.1% | $4,381-99.1% | $70-46.6% |