Filed October 21, 1999
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.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $2,702,739 |
AON CONSULTING1 year Filed as: AON HEWITT FINANCIAL ADVISORS, LLC Service code 26 · EIN 35-2421957 | Advisory (Participants) | $769,506 |
PGIM INVESTMENTS1 year Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $377,257 |
Filed as: TIMESSQUARE CAPITAL MANAGEMENT, LLC Service code 28 7 TIMES SQUARE · NEW YORK, NY 10036 | Investment Management | $319,423 |
PHOCAS FINANCIAL1 year Service code 28 980 ATLANTIC AVENUE · ALAMEDA, CA 94501 | Investment Management | $195,562 |
Filed as: STATE STREET BANK AND TRUST Service code 21 PO BOX 351 · BOSTON, MA 02102 | Bank Trustee | $161,792 |
EVERCORE TRUST COMPANY2+ years Service code 28 · EIN 01-0552543 | Investment Management | $129,575 |
Filed as: STATE STREET RETIREE SERVICES Service code 49 PO BOX 24989 · JACKSONVILLE, FL 32241 | Other Services | $63,996 |
STATE STREET GLOBAL ADVISORS2+ years Service code 25 · EIN 04-1867445 | Directed Trustee | $40,000 |
THE GRAPHICS SOURCE1 year Filed as: GRAPHICS PARTNERS, INC. Service code 38 · EIN 36-4074726 | Participant Communication | $37,272 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,832 | $38,963-23.4% | $71,796-58.4% | $329,111-90.9% |
| Participation rate | 29.7% | 53.8%-24.1pp | 69.1%-39.4pp | 67.9%-38.2pp |
| Annual return | 10.59% | 9.85%+0.7pp | 78.04%-67.5pp | 16.35%-5.8pp |
| Employer contribution / active EE | $410 | $758-45.9% | $1,924-78.7% | $2,303-82.2% |
| Participant deferral / active EE | $783 | $1,286-39.2% | $2,794-72.0% | $3,682-78.7% |
| Admin fee / account holder | $104 | $50+106.5% | $4,815-97.8% | $754-86.2% |