Filed October 18, 2004 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $931,389 |
MERCER1 year Service code 16 · EIN 13-2834414 | Consulting | $63,737 |
COHNREZNICK LLP1 year Service code 10 · EIN 33-4144829 | Accounting | $60,000 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET Service code 18 · EIN 04-1867445 | Other services; Direct payment from t... | $52,931 |
GROOM LAW GROUP1 year Service code 29 · EIN 52-1219029 | Legal | $9,944 |
Service code 13 · EIN 01-0233346 | Contract Administrator | $5,455 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $468,422-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 30.5%-30.5pp | 2.1%-2.1pp |
| Annual return | 1.22% | 7.65%-6.4pp | 6.89%-5.7pp | 7.65%-6.4pp |
| Employer contribution / active EE | $0 | $20,582-100.0% | $43,868-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $44-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $1,988-100.0% | $193-100.0% |